GOALSGETTER KIWISAVER SCHEME
Goalsgetter Milford Balanced 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
4
Earliest period
31 March 2025
Latest period
31 March 2026
Latest fee
1.45%
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 | 1.45% | — | — | $3.8M | 101 |
| 31 December 2025 | 1.23% | 6.11% | — | $1.1M | 35 |
| 30 September 2025 | 1.39% | 8.35% | — | $1.2M | 34 |
| 31 March 2025 | 1.55% | 7.2% | — | $0.7M | 26 |
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.