Get serious with the Milford KiwiSaver Plan.

 

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If you’re saving money for retirement, it makes sense to get the best possible investment return. We think you’ll have a better chance of that happening when you choose a KiwiSaver provider like Milford.

Here are a few things that set us apart:

Firstly, we do all our own detailed research. We visit hundreds of companies each year to help us make informed investment decisions.

Secondly, we have one of the largest and most experienced investment teams in the country who have consistently delivered strong returns over time. This strong performance is independently verified by our Morningstar KiwiSaver Fund Manager of the Year awards for 2013, 2014 and 2016, our FundSource KiwiSaver Manager of the Year award for 2016, as well as being detailed in the Morningstar KiwiSaver Survey December 2016 Quarter.

Thirdly, we adopt an active approach to investing, rather than a passive strategy. This allows us to take advantage of investment opportunities as they arise, and seek to protect capital when markets are less favourable.

Lastly, we’re as committed as you are because Milford staff invest exclusively in Milford’s PIE Funds and Milford’s KiwiSaver Plan. We truly believe in what we’re doing, that’s why we invest in it too.

So if you’re committed to getting serious about your retirement with KiwiSaver, then it’s time to get serious with Milford.

 

> JOIN OR TRANSFER IN MINUTES

 

 

What exactly is KiwiSaver?

KiwiSaver is a long-term savings scheme designed to help New Zealanders save for their retirement. Some of the benefits include:

  • An annual Member Tax Credit of 50 cents for every dollar you contribute (up to a maximum credit of $521.43) paid into your account by the NZ Government (if eligible).
  • Compulsory contributions from your employer (if eligible).
  • Help with buying your first home.

By providing a long-term savings strategy along with other financial incentives and benefits, KiwiSaver aims to help all Kiwis retire with more financial independence. If you’re under 65 years old and a New Zealand resident you are eligible to join KiwiSaver.

Milford Asset Management Limited                
Friday, April 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 FundWMLAGF31/03/171.94200.000020/04/171.928921/04/171.93510.32%-0.36%
700101Milford Dynamic Wholesale FundWMLDNC31/03/171.59340.000020/04/171.575521/04/171.59050.95%-0.18%
700102Milford NZ Equities Wholesale FundWMLNZE31/03/172.21620.000020/04/172.212921/04/172.21640.16%0.01%
700103Milford Australian Equities WholesaleWMLAEQ31/03/171.24060.000020/04/171.236321/04/171.24560.75%0.40%
700104Milford Global Select Wholesale FundWMLGLB31/03/171.44170.000020/04/171.449721/04/171.45200.16%0.71%
700105Milford Income Wholesale FundWMLINC31/03/171.84940.000020/04/171.863321/04/171.8628-0.03%0.72%
700106Milford Trans-Tasman Bond Wholesale FundWMLTTB31/03/171.08700.000020/04/171.093221/04/171.0925-0.06%0.51%
700107Milford Global Bond Wholesale FundWMLGBF31/03/171.00810.000020/04/171.012821/04/171.01300.02%0.49%
700200Milford Retail Active Growth FundMILAGG31/03/172.98050.000020/04/172.958821/04/172.96820.32%-0.41%
700201Milford Retail Dynamic FundMILDNC31/03/171.47810.000020/04/171.460421/04/171.47420.94%-0.26%
700202Milford Retail Balanced FundMILBAL31/03/171.93380.000019/04/171.932320/04/171.93540.16%0.08%
700203Milford Retail Trans-Tasman FundMILTTA31/03/172.22050.000020/04/172.198521/04/172.21010.53%-0.47%
700204Milford Retail Global FundMILGLB31/03/171.33430.000019/04/171.323220/04/171.33040.54%-0.29%
700205Milford Retail Diversified Income FundMILINC31/03/171.60680.000020/04/171.617421/04/171.6170-0.02%0.63%
700206Milford Retail Conservative FundMILCON31/03/171.073419/04/170.007520/04/171.071821/04/171.0715-0.03%0.52%
700300Milford KiwiSaver Active GrowthMILKSA31/03/173.00720.000020/04/172.985321/04/172.99470.31%-0.42%
700301Milford KiwiSaver BalancedMILKSB31/03/171.96740.000019/04/171.965920/04/171.96920.17%0.09%
700302Milford KiwiSaver ConservativeMILKSC31/03/171.56520.000020/04/171.573821/04/171.5733-0.03%0.52%
700400Milford AON KiwisaverAONKSA31/03/173.01200.000020/04/172.990021/04/172.99950.32%-0.42%
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