Find out about our fees

Fees are one factor in your decision making. A more important factor is performance after fees. That’s why our fees are linked to the value we provide.

Our fees are:

A base fund fee

A potential performance fee linked to exceeding targeted returns

KiwiSaver Funds Annual Fees (estimated)

Fund Base Fund Fee* Performance fee** Total Fund Fees
KiwiSaver Cash Fund - - -
KiwiSaver Conservative Fund - - -
KiwiSaver Moderate Fund - - -
KiwiSaver Balanced Fund - - -
KiwiSaver Active Growth Fund - - -
KiwiSaver Aggressive Fund - - -

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* The base fund fee includes estimated underlying external fund charges, where applicable.

** To estimate the annual performance fee charges, we have simulated the performance of the Fund using its assumed risk and return profile, against its stated performance benchmark over a 20-year time horizon.

To view our methodology for calculating dollar fees on the Milford KiwiSaver Plan annual member statements, please click here.

Investment Funds Annual Fees (estimated)

Fund Base Fund Fee* Performance fee** Total Fund Fees
Cash Fund - - -
Trans-Tasman Bond Fund - - -
Global Corporate Bond Fund - - -
Conservative Fund - - -
Diversified Income Fund - - -
Balanced Fund - - -
Active Growth Fund - - -
Australian Absolute Growth Fund - - -
Global Equity Fund - - -
Trans-Tasman Equity Fund - - -
Dynamic Fund - - -
Aggressive Fund - - -

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* The base fund fee includes estimated underlying external fund charges, where applicable.

** To estimate the annual performance fee charges, we have simulated the performance of the Fund using its assumed risk and return profile, against its stated performance benchmark over a 20-year time horizon. The estimated performance fee result is 0% for Global Equity, Trans-Tasman Equity and Dynamic as their performance benchmark is the market index and they would need to achieve above the market index for a performance fee to be payable.

What we offer

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View performance

Compare the performance of all our funds.

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