{
  "@context": "https://fundcompare.co.nz/api/schema/provider.v1",
  "url": "https://fundcompare.co.nz/providers/milford",
  "name": "MILFORD FUNDS LIMITED",
  "short_name": "Milford",
  "scheme": "MILFORD KIWISAVER PLAN",
  "website": "milfordasset.com",
  "description": "Milford provides premium investment and KiwiSaver options focused on long-term wealth growth.",
  "fund_count": 6,
  "total_aum_nzd": 14622981906,
  "total_members": 213717,
  "fund_summaries": [
    {
      "fund_name": "Milford Kiwisaver Moderate Fund",
      "fund_type": "Conservative",
      "fees_one_year_pct": 0.95,
      "five_year_average_return_pct": 3.63,
      "risk_indicator": 3,
      "url": "https://fundcompare.co.nz/funds/milford/milford-kiwisaver-moderate-fund"
    },
    {
      "fund_name": "Milford Kiwisaver Cash Fund",
      "fund_type": "Defensive",
      "fees_one_year_pct": 0.2,
      "five_year_average_return_pct": 2.55,
      "risk_indicator": 1,
      "url": "https://fundcompare.co.nz/funds/milford/milford-kiwisaver-cash-fund"
    },
    {
      "fund_name": "Milford Kiwisaver Aggressive Fund",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 1.15,
      "five_year_average_return_pct": 6.37,
      "risk_indicator": 5,
      "url": "https://fundcompare.co.nz/funds/milford/milford-kiwisaver-aggressive-fund"
    },
    {
      "fund_name": "Milford Kiwisaver Conservative Fund",
      "fund_type": "Conservative",
      "fees_one_year_pct": 0.85,
      "five_year_average_return_pct": 2.57,
      "risk_indicator": 3,
      "url": "https://fundcompare.co.nz/funds/milford/milford-kiwisaver-conservative-fund"
    },
    {
      "fund_name": "Milford Kiwisaver Balanced Fund",
      "fund_type": "Balanced",
      "fees_one_year_pct": 1.05,
      "five_year_average_return_pct": 4.88,
      "risk_indicator": 4,
      "url": "https://fundcompare.co.nz/funds/milford/milford-kiwisaver-balanced-fund"
    },
    {
      "fund_name": "Milford Kiwisaver Active Growth Fund",
      "fund_type": "Growth",
      "fees_one_year_pct": 1.05,
      "five_year_average_return_pct": 6.82,
      "risk_indicator": 4,
      "url": "https://fundcompare.co.nz/funds/milford/milford-kiwisaver-active-growth-fund"
    }
  ],
  "sources": [
    "FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/",
    "IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver",
    "Sorted Fund Finder — https://fundfinder.sorted.org.nz/"
  ],
  "last_reviewed": "2026-06-16",
  "disclaimer": "This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue."
}