We are thrilled to announce that Milford has been named KiwiSaver Manager of the Year for the second year running by investment research company FundSource. The Milford Diversified Income Fund also won Fund of the Year – Longevity Award for the second year running.
KiwiSaver Manager of the Year
This is awarded on a combination of quantitative and qualitative measures including fund performance, growth in assets under management, people, governance, fees and risk management.
We’re pleased to again be recognised for our service and investment performance, and we continue striving to deliver great outcomes for our clients. To learn more about our KiwiSaver Plan click here.
Fund of the Year – Longevity Award
Introduced in 2016 the Longevity Award recognises the fund manager who has been able to deliver high and consistent performance over the medium to long term.
The Milford Diversified Income Fund has produced an excellent return of 12.2% p.a. (after fees and before tax) since inception in 2010. The Fund is an innovative option for investors as it maintains a focus on producing both income and capital growth. To learn more about the Fund please click here.
As long-term investors, we remain patient and continue to focus on taking advantage of investment opportunities while aiming to protect capital when markets are less favourable.
We’d like to thank all our investors for their continued support.
Further information on the awards can be found here.
Disclaimer: 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.