Choosing the right Fund or mix of Funds

Deciding how and where to invest your money is one of the most important decisions you have to make. And depending on your investment goals, you might choose to invest in one or a mix of Funds. Typically the things that will affect your decision about where to invest are:

  • Your investment goals
  • Your investment time frame
  • Your initial investment amount, plus any further contributions
  • Your willingness to accept risk

Knowing the answers to these questions forms the basis of your investment plan and will help you decide which investments and Funds are likely to give you the type of returns you’re looking for. Milford offers a range of investment Funds and products designed to help our clients achieve their investment goals, whatever they may be. The following table compares the different Milford Funds and will help you get a better idea about which Funds might be best suited to help you reach your investment goals.

The table on this page is not optimised for mobile devices. Please swipe to view.

Milford KiwiSaver Plan

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Milford Unit Trust PIE Funds

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