KiwiSaver Retirement Planner

This tool shows how much your KiwiSaver savings could grow to and how long those savings could last in retirement after withdrawals. It’s important to note this tool does not account for any government superannuation payments you may receive.

We encourage you to revisit this tool once a year or as your circumstances change.

This Planner is not intended to be advice tailored to your particular financial situation or circumstances. Instead it is intended to be ‘class advice’ only. We will talk generally about products and how they might be suitable for generic groups of investors. The information that we provide is factual. You are responsible for making your own investment decisions, by taking the information we provide and applying it to your own situation. If you require personalised financial advice you should speak to an Authorised Financial Adviser.

Milford Asset Management Limited                
Thursday, September 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 FundWMLAGF31/08/172.05230.000020/09/172.052421/09/172.0498-0.13%-0.12%
700101Milford Dynamic Wholesale FundWMLDNC31/08/171.67300.000020/09/171.712121/09/171.7111-0.06%2.28%
700102Milford NZ Equities Wholesale FundWMLNZE31/08/172.45880.000020/09/172.460521/09/172.4557-0.20%-0.13%
700103Milford Australian Equities WholesaleWMLAEQ31/08/171.26540.000020/09/171.269521/09/171.2579-0.91%-0.59%
700104Milford Global Select Wholesale FundWMLGLB31/08/171.53260.000020/09/171.502421/09/171.51340.73%-1.25%
700105Milford Income Wholesale FundWMLINC31/08/171.92500.000020/09/171.921421/09/171.9184-0.16%-0.34%
700106Milford Trans-Tasman Bond Wholesale FundWMLTTB31/08/171.103519/09/170.007520/09/171.095621/09/171.09570.01%-0.03%
700107Milford Global Bond Wholesale FundWMLGBF31/08/171.032919/09/170.007520/09/171.026621/09/171.02700.04%0.15%
700200Milford Retail Active Growth FundMILAGG31/08/173.12970.000020/09/173.130721/09/173.1275-0.10%-0.07%
700201Milford Retail Dynamic FundMILDNC31/08/171.54280.000020/09/171.577621/09/171.5760-0.10%2.15%
700202Milford Retail Balanced FundMILBAL31/08/172.00560.000019/09/172.004020/09/172.0023-0.08%-0.16%
700203Milford Retail Trans-Tasman FundMILTTA31/08/172.375519/09/170.015020/09/172.352621/09/172.3318-0.88%-1.21%
700204Milford Retail Global FundMILGLB31/08/171.38840.000019/09/171.388620/09/171.3828-0.42%-0.40%
700205Milford Retail Diversified Income FundMILINC31/08/171.63140.000020/09/171.628721/09/171.6264-0.14%-0.31%
700206Milford Retail Conservative FundMILCON31/08/171.08950.000020/09/171.088521/09/171.0882-0.03%-0.12%
700300Milford KiwiSaver Active GrowthMILKSA31/08/173.15740.000020/09/173.158521/09/173.1552-0.10%-0.07%
700301Milford KiwiSaver BalancedMILKSB31/08/172.04210.000019/09/172.040220/09/172.0386-0.08%-0.17%
700302Milford KiwiSaver ConservativeMILKSC31/08/171.61020.000020/09/171.608821/09/171.6083-0.03%-0.12%
700400Milford AON KiwisaverAONKSA31/08/173.16270.000020/09/173.163821/09/173.1605-0.10%-0.07%
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