INVESTNOW KIWISAVER SCHEME
Investnow Milford Aggressive Fund — history
Quarterly readings of fees, 1-year and 5-year returns sourced from each FMA-mandated Quarterly Fund Update. Every QFU PDF is kept on file so the chart back-fills as more periods are ingested.
Quarters captured
6
Earliest period
30 September 2024
Latest period
31 March 2026
Latest fee
1.15%
Returns over time
Annual return after fees and tax (1-year) and 5-year average annual return, as published in each Quarterly Fund Update.
Fees over time
Total annual fund charges. Falling fees (or steady, if low) are a key signal.
Per-quarter readings
| Period | Annual fee | 1-year return | 5-year avg return | Fund size | Members |
|---|---|---|---|---|---|
| 31 March 2026 | 1.15% | — | — | $9.2M | 459 |
| 31 December 2025 | 1.15% | 9.93% | — | $8.7M | — |
| 30 September 2025 | 1.15% | 12.06% | — | $8.4M | — |
| 30 June 2025 | 1.15% | 9.35% | — | $7.3M | — |
| 31 March 2025 | 1.15% | 2.65% | — | $6.3M | — |
| 30 September 2024 | 1.15% | 21.84% | — | $4.2M | — |
Data sources
- FMA Disclose register — Quarterly Fund Updates
- Provider websites — issuer-published QFU PDFs
Past performance is not a reliable indicator of future returns. General information only — not financial advice.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.