Accessing your Funds - Milford Asset

Accessing your Funds

You can access your Milford KiwiSaver Plan account online at any time. You can view your balance, check your transactions, and update your details. To access your Milford KiwiSaver Plan account, you will first need to register. You will be asked to provide your name, IRD number and email address as they appear on your initial Milford KiwiSaver Plan application form. You can register and then log in using the menu on the top right hand corner of our website.

Withdrawing Funds before retirement

Typically you cannot withdraw your KiwiSaver investment before retirement. However, if you’re buying your first home, move permanently overseas or suffer significant financial hardship or serious illness, you may be entitled to withdraw some or all of your KiwiSaver account balance. If you believe one of these circumstances applies to you, you will need to complete a withdrawal request form. Documentation that supports your withdrawal request will also need to be supplied.

For more information, or to obtain an early withdrawal request form, please contact us on 09 921 4700 or email info@milfordasset.com

Milford Asset Management Limited                
Tuesday, November 21, 2017
MTD PERFORMANCE FIGURES
PORTFOLIOFUND NAMEHIPORT CODEPREVIOUS MONTH END DATEPREVIOUS MONTH END UNIT PRICEDistribution DateDISTRIBUTIONS IN PERIOD (DOLLARS PER UNIT)PREVIOUS UNIT PRICE DATEPREVIOUS UNIT PRICECURRENT UNIT PRICE DATECURRENT UNIT PRICE% DAY MOVEMENT IN UNIT PRICE% MTD MOVEMENT IN UNIT PRICE
700100Milford Active Growth Wholesale FundWMLAGF31/10/172.15290.000020/11/172.159021/11/172.16480.27%0.55%
700101Milford Dynamic Wholesale FundWMLDNC31/10/171.82150.000020/11/171.847021/11/171.85110.22%1.63%
700102Milford NZ Equities Wholesale FundWMLNZE31/10/172.58310.000020/11/172.553621/11/172.55730.14%-1.00%
700103Milford Australian Equities WholesaleWMLAEQ31/10/171.32680.000020/11/171.336021/11/171.34040.33%1.03%
700104Milford Global Select Wholesale FundWMLGLB31/10/171.68940.000020/11/171.722721/11/171.73310.60%2.59%
700105Milford Income Wholesale FundWMLINC31/10/171.96410.000020/11/171.971121/11/171.97520.21%0.57%
700106Milford Trans-Tasman Bond Wholesale FundWMLTTB31/10/171.11040.000020/11/171.114121/11/171.11450.04%0.37%
700107Milford Global Bond Wholesale FundWMLGBF31/10/171.04110.000020/11/171.039721/11/171.04080.11%-0.03%
700200Milford Retail Active Growth FundMILAGG31/10/173.26160.000020/11/173.270521/11/173.27790.23%0.50%
700201Milford Retail Dynamic FundMILDNC31/10/171.67320.000020/11/171.695421/11/171.69910.22%1.55%
700202Milford Retail Balanced FundMILBAL31/10/172.07100.000017/11/172.074620/11/172.07530.03%0.21%
700203Milford Retail Trans-Tasman FundMILTTA31/10/172.49210.000020/11/172.475021/11/172.48240.30%-0.39%
700204Milford Retail Global FundMILGLB31/10/171.46600.000017/11/171.472220/11/171.47310.06%0.48%
700205Milford Retail Diversified Income FundMILINC31/10/171.660320/11/170.016020/11/171.649421/11/171.65250.19%0.49%
700206Milford Retail Conservative FundMILCON31/10/171.10200.000020/11/171.105121/11/171.10660.14%0.42%
700300Milford KiwiSaver Active GrowthMILKSA31/10/173.29030.000020/11/173.299121/11/173.30670.23%0.50%
700301Milford KiwiSaver BalancedMILKSB31/10/172.10940.000017/11/172.113220/11/172.11380.03%0.21%
700302Milford KiwiSaver ConservativeMILKSC31/10/171.63900.000020/11/171.643521/11/171.64570.13%0.41%
700400Milford AON KiwisaverAONKSA31/10/173.29620.000020/11/173.305021/11/173.31260.23%0.50%
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