Fund manager
MILFORD FUNDS LIMITED
MILFORD FUNDS LIMITED manages 6 KiwiSaver scheme funds across 1 scheme, with combined assets of $14.62B.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP36001 · verify on FSPR ↗
- NZBN
- 9429033222271 · verify on NZBN ↗
- Average annual fee across managed funds
- 0.88%
Milford — 6 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Milford Kiwisaver Moderate Fund | Conservative | 0.95% | 3.63% | $308M |
| Milford Kiwisaver Cash Fund | Defensive | 0.20% | 2.55% | $210M |
| Milford Kiwisaver Aggressive Fund | Aggressive | 1.15% | 6.37% | $2873M |
| Milford Kiwisaver Conservative Fund | Conservative | 0.85% | 2.57% | $455M |
| Milford Kiwisaver Balanced Fund | Balanced | 1.05% | 4.88% | $2329M |
| Milford Kiwisaver Active Growth Fund | Growth | 1.05% | 6.82% | $8447M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
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.
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