We are proud to report the Milford KiwiSaver Plan Funds are continuing to deliver excellent returns for our KiwiSaver investors.
Independent quarterly research from Morningstar Inc. has confirmed Milford’s KiwiSaver Funds delivered multiple number one performances over the past 1, 3 and 5 years. These are summarised in the table below.
Morningstar’s Director of Manager Research Ratings, Chris Douglas said, “It is most appropriate to evaluate performance of a KiwiSaver scheme by studying its long-term returns”.
We agree with Mr Douglas. As long-term investors, we remain patient and continue focusing our funds on taking advantage of investment opportunities as they arise while aiming to protect capital when markets are less favourable.
We’d like to thank all our investors for their continued support.
You can download the full Morningstar KiwiSaver Survey June Quarter 2017 report here.
Disclaimer: Past performance is not a guarantee of future performance. This article 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.