Below you can view the performance of all of Milford’s KiwiSaver Plan and PIE Funds. Use the tabs at the top of the page to switch between KiwiSaver and PIE Funds. You can view each Fund’s performance against its benchmark and also compare performance between Milford Funds.
Performance is shown before tax is deducted. It is calculated on the change in price of the units in the fund for the period, adjusted for tax credits and before deducting tax in accordance with the Income Tax Act 2007.
The tax regime applicable to a PIE Fund provides that all taxable income, losses and tax credits related to the funds’ investment must be allocated to an investor in proportion to their unit holdings in the fund, with tax payable at their Prescribed Investor Rate (PIR).The reflected after tax performance in the tables below demonstrate fund returns to an investor at each PIR. To view performance after tax, select the ‘view after tax’ button on each Fund.