Fund Updates

We have updated the way we now report our monthly performance. Below you will find the latest Monthly Reviews for our Unit Trust PIE Funds and KiwiSaver Plan. Simply click the relevant link below to view the latest market commentary and fund performance.

A list of Fund holdings will be added to your Monthly Report which can be found via the correspondence tab of your client login.

The latest quarterly Fund Updates are also available alongside the video updates below.

  • Milford Unit Trust
    PIE Funds

    Monthly Review

  • Milford KiwiSaver
    Plan

    Monthly Review

Milford KiwiSaver Plan - Fund Updates

Conservative Fund

March 2017

Balanced Fund

March 2017

Active Growth Fund

March 2017

Milford Unit Trust PIE Funds - Fund Updates

Conservative Fund

March 2017

Diversified Income Fund

March 2017

Balanced Fund

March 2017

Active Growth Fund

March 2017

Global Fund

March 2017

Trans-Tasman Fund

March 2017

Dynamic Fund

March 2017

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