Milford’s KiwiSaver Active Growth Fund is the best-performing KiwiSaver growth fund in the country over the past 10 years. In addition to this, Milford’s KiwiSaver Balanced fund is the best-performing balanced fund over 5 years and Milford’s KiwiSaver Conservative Fund is the best-performing conservative fund over the past 5 years.
The news comes from the most recent KiwiSaver quarterly survey conducted by leading independent investment research company Morningstar. The research reveals which KiwiSaver providers are delivering the highest returns to their members after deducting fund fees and before tax.
10-Year KiwiSaver Growth Fund Annual Returns
Data sourced from Morningstar Survey June 2019. Returns are after fees and before tax. Please note past performance is not a guarantee of future performance.
By focusing on long-term investment returns achieved after fees have been deducted, Morningstar’s research reveals the true value KiwiSaver providers are adding to their member’s accounts.
Is your KiwiSaver account working as hard as it should?
Even a small increase in your annual investment returns can make a big difference to the amount you could have at retirement.
At Milford, we’ve produced excellent returns for our KiwiSaver members by combining our world-class investment expertise with an insatiable curiosity that keeps us constantly asking how we can do better.
If that sounds like the kind of company you’d like looking after your KiwiSaver account, you can do something about it right now.
Disclaimer: This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to an Authorised Financial Adviser. Please note past performance is not a guarantee of future performance. Please read the Milford KiwiSaver Plan Product Disclosure Statement (found here) before investing.