MILFORD KIWISAVER PLAN
SIPO change history
Each Statement of Investment Policy and Objectives (SIPO) issued for the MILFORD KIWISAVER PLAN is archived here. SIPO changes describe the scheme's investment strategy — asset-allocation ranges, hedging policy, derivatives use, ESG framework, external managers — so all funds in the scheme share this history.
Per-SIPO readings
| SIPO as at | Investment objective | Asset allocation ranges | Currency hedging policy | ESG / responsible investment policy | External investment manager | Derivatives policy | Performance fee structure |
|---|---|---|---|---|---|---|---|
| 18 June 2025 | — | {"cash":"3%3%"} | — | {"mentions":5,"verbatim":"d expenses or for research which will solely benefit a Fund that did not generate the soft … | External Manager Selection Policy This policy sets out the criteria for selecting and monitoring external managers. A… | derivatives (including short selling) We invest in derivatives to the extent permitted in each Fund, with the intenti… | performance fees charged (if any) by that other Milford fund. Management of conflicts of interest The FMCA imposes th… |
Diff appears next SIPO
We have one SIPO on file. The first comparison appears once the next SIPO is ingested — typically when the issuer publishes a revised SIPO (cadence varies; usually annual or on material change).
Data sources
- FMA Disclose register — Statements of Investment Policy and Objectives
- Provider websites — issuer-published SIPO PDFs
SIPO field extraction uses FMA-mandated section anchors. Long fields (objective, ESG verbatim, derivatives policy) are truncated in the table — verify against the source PDF for the full text. General information only — not financial advice.
FundCompare
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.