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, March 23, 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 FundWMLAGF28/02/171.91870.000022/03/171.919623/03/171.92090.07%0.11%
700101Milford Dynamic Wholesale FundWMLDNC28/02/171.55540.000022/03/171.574723/03/171.5744-0.02%1.22%
700102Milford NZ Equities Wholesale FundWMLNZE28/02/172.18880.000022/03/172.179723/03/172.18240.12%-0.29%
700103Milford Australian Equities WholesaleWMLAEQ28/02/171.18850.000022/03/171.201623/03/171.20800.53%1.64%
700104Milford Global Select Wholesale FundWMLGLB28/02/171.37570.000022/03/171.412923/03/171.41700.29%3.00%
700105Milford Income Wholesale FundWMLINC28/02/171.82410.000022/03/171.832423/03/171.83690.25%0.70%
700106Milford Trans-Tasman Bond Wholesale FundWMLTTB28/02/171.086920/03/170.007522/03/171.084023/03/171.08450.05%0.47%
700107Milford Global Bond Wholesale FundWMLGBF28/02/171.010720/03/170.007522/03/171.004223/03/171.00500.08%0.18%
700200Milford Retail Active Growth FundMILAGG28/02/172.94730.000022/03/172.947023/03/172.94890.06%0.05%
700201Milford Retail Dynamic FundMILDNC28/02/171.44460.000022/03/171.461123/03/171.4608-0.02%1.12%
700202Milford Retail Balanced FundMILBAL28/02/171.90000.000021/03/171.917922/03/171.9148-0.16%0.78%
700203Milford Retail Trans-Tasman FundMILTTA28/02/172.146020/03/170.015022/03/172.164323/03/172.17010.27%1.82%
700204Milford Retail Global FundMILGLB28/02/171.30060.000021/03/171.320722/03/171.32140.05%1.60%
700205Milford Retail Diversified Income FundMILINC28/02/171.58760.000022/03/171.593823/03/171.59730.22%0.61%
700206Milford Retail Conservative FundMILCON28/02/171.06260.000022/03/171.068323/03/171.06940.10%0.64%
700300Milford KiwiSaver Active GrowthMILKSA28/02/172.97380.000022/03/172.973323/03/172.97520.06%0.05%
700301Milford KiwiSaver BalancedMILKSB28/02/171.93250.000021/03/171.950622/03/171.9474-0.16%0.77%
700302Milford KiwiSaver ConservativeMILKSC28/02/171.54970.000022/03/171.558023/03/171.55950.10%0.63%
700400Milford AON KiwisaverAONKSA28/02/172.97840.000022/03/172.978123/03/172.98000.06%0.05%
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