The Funds - Milford Asset

The Funds

Milford offers three Funds which may be invested in individually or in whatever combination you prefer. Choosing the right Fund to help you meet your retirement objectives will depend on what sort of returns you think you need, how much risk you’re prepared to accept, and the amount of time you have before you retire. Regardless of which Fund you choose, all Milford KiwiSaver Plan Funds are actively managed by our experienced investment team. Take a moment now and discover more about Milford’s KiwiSaver Plan Funds.

The latest Monthly Review for the Funds can be downloaded here.

Conservative Fund

The Conservative Fund's objective is to provide a moderate return* and protect capital over the minimum recommended timeframe of 3 years.

The Fund is diversified, primarily investing in fixed interest securities, with a moderate allocation to equities.

 

Balanced Fund

The Balanced Fund's objective is to provide capital growth* over the minimum recommended timeframe of 5 years.

The Fund is diversified, primarily investing in equities, with a significant allocation to fixed interest securities.

 

Active Growth Fund

The Active Growth Fund's objective is to provide annual returns of 10%* over the minimum recommended timeframe of 5 years.

The Fund is diversified, primarily investing in Australasian equities, with a moderate allocation to international equities and fixed interest securities.

 

* After management and administration charges but before tax and before the performance fees (if applicable).

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