How does Milford’s curiosity
help your investment?

Being curious is a mindset that sets Milford apart. It has us constantly looking, so we uncover new investment opportunities others may miss. And thanks to our enquiring minds, we don’t simply buy and hold investments. We take an active approach to investing which has consistently led to excellent performance.

More #1 performances
than any other fund manager.*

If there’s one thing that makes our clients happy, it’s top performing funds. And at Milford, we have our fair share of these.
MILFORD KIWISAVER FUNDS
#1 performer in:
  • NZ Superannuation Multisector Conservative category – over 1 year – Milford KiwiSaver Conservative Fund
  • NZ Superannuation Multisector Conservative category – over 3 years – Milford KiwiSaver Conservative Fund
  • NZ Superannuation Multisector Balanced category – over 3 years – Milford KiwiSaver Balanced Fund
  • NZ Superannuation Multisector Balanced category – over 5 years – Milford KiwiSaver Balanced Fund
  • NZ Superannuation Australasian Equity category – over 3 years – Milford KiwiSaver Active Growth Fund
MILFORD UNIT TRUST PIE FUNDS
#1 performer in:
  • NZ Multisector Conservative category – over 1 year – Milford Conservative Fund
  • NZ Multisector Moderate category – over 1 year – Milford Diversified Income Fund
  • NZ Multisector Moderate category – over 3 years – Milford Diversified Income Fund
  • NZ Multisector Moderate category – over 5 years – Milford Diversified Income Fund
  • NZ Multisector Balanced category – over 1 year – Milford Balanced Fund
  • NZ Multisector Balanced category – over 3 years – Milford Balanced Fund
  • NZ Multisector Balanced category – over 5 years – Milford Balanced Fund


*Performances are measured across Morningstar KiwiSaver and Morningstar retail PIE fund categories in which the Milford KiwiSaver Plan and Milford Unit Trust PIE Funds are included, over 1, 3 and 5 years as at 31 May 2017.

Milford

© 2017 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").

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