30 June 2024 → 18 June 2025
0 changesNo structural changes detected across the fields we extract.
MILFORD KIWISAVER PLAN
PDS change history
Each Product Disclosure Statement (PDS) issued for the MILFORD KIWISAVER PLAN is archived here. PDS changes describe the scheme as a whole — fee schedule, currency hedging policy, performance fee structure, service providers — so all funds in the scheme share this history.
Per-PDS readings
| PDS as at | Management fee | Buy/sell spread | Member fee | Performance fee | Currency hedging | External manager | Custodian | Supervisor |
|---|---|---|---|---|---|---|---|---|
| 18 June 2025 | 0.20 | — | 105 | 10%* over the minimum recommended investment timeframe | — | — | — | Trustees Executors Limited |
| 30 June 2024 | 0.20 | — | 105 | 10%* over the minimum recommended investment timeframe | — | — | — | Trustees Executors Limited |
| 30 June 2023 | 0.20 | — | 105 | 10%* over the minimum recommended investment timeframe | — | — | — | Trustees Executors Limited |
| 30 June 2021 | 0.20 | — | 18 | 10%* over the minimum recommended investment timeframe | — | — | — | Trustees Executors Limited |
| 31 March 2020 | 0.20 | — | 36 | 10%* over the minimum recommended investment timeframe | — | — | — | Trustees Executors Limited |
| 31 March 2019 | 0.95 | — | 113 | 10%** over the minimum recommended investment timeframe | — | — | — | Trustees Executors Limited |
| 31 March 2017 | — | 0.20 | — | 15.35% p | — | — | BNZ | Public Trust |
What changed
Each consecutive PDS pair, with field-level diffs. Severity reflects how impactful the change is for an investor: a 10bp management-fee move is MATERIAL; a service- provider swap is also material; cosmetic re-wording is MINOR.
30 June 2023 → 30 June 2024
0 changesNo structural changes detected across the fields we extract.
30 June 2021 → 30 June 2023
2 changes- Member feeMAJOR18 → 105
- Performance feeMAJOR10%* over the minimum recommended investment timeframe → 10%* over the minimum recommended investment timeframe
31 March 2020 → 30 June 2021
2 changes- Member feeMAJOR36 → 18
- Performance feeMAJOR10%* over the minimum recommended investment timeframe → 10%* over the minimum recommended investment timeframe
31 March 2019 → 31 March 2020
3 changes- Management feeMATERIAL0.95 → 0.20
- Member feeMAJOR113 → 36
- Performance feeMAJOR10%** over the minimum recommended investment timeframe → 10%* over the minimum recommended investment timeframe
31 March 2017 → 31 March 2019
6 changes- Management feeMAJOR— → 0.95
- Buy/sell spreadMAJOR0.20 → —
- Member feeMAJOR— → 113
- Performance feeMAJOR15.35% p → 10%** over the minimum recommended investment timeframe
- CustodianMAJORBNZ → —
- SupervisorMATERIALPublic Trust → Trustees Executors Limited
Data sources
- FMA Disclose register — Product Disclosure Statements
- Provider websites — issuer-published PDS PDFs
Field extraction is regex-based. We surface what the PDS literally says so you can verify against the source PDF. General information only — not financial advice.
FundCompare
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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