MILFORD FUNDS LIMITED
The Milford KiwiSaver Plan is offered by Milford Funds Limited and serves 213,717 members with $14.62 billion in assets under management. The scheme provides six funds across a range of investment approaches, enabling members to select options aligned with their investment timeframe and risk tolerance. This breadth of choice reflects the scheme's scale within the New Zealand retirement savings landscape.
The Milford KiwiSaver Plan charges an average annual fee of 0.88% across its funds and offers Conservative, Defensive, Balanced, Growth, and Aggressive fund options within a KiwiSaver scheme. This structure suits members seeking diversified investment choices at different risk levels throughout their working lives and into retirement. This information is general in nature only and does not constitute financial advice.
Assets
$15B
Total value
Average Return
4.47%
Five year
Average Fee 💰
0.88%
One Year
Total Investors
213.7K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Milford Kiwisaver Cash Fund | Defensive | 2.55% | 0.2% | $210M | N/A | 27-03-2020 |
| Milford Kiwisaver Moderate Fund | Conservative | 3.63% | 0.95% | $308M | 34.9% | 27-03-2020 |
| Milford Kiwisaver Aggressive Fund | Aggressive | 6.37% | 1.15% | $3B | 99.91% | 01-08-2019 |
| Milford Kiwisaver Conservative Fund | Conservative | 2.57% | 0.85% | $455M | 18.26% | 01-10-2012 |
| Milford Kiwisaver Balanced Fund | Balanced | 4.88% | 1.05% | $2B | 55.83% | 01-04-2010 |
| Milford Kiwisaver Active Growth Fund | Growth | 6.82% | 1.05% | $8B | 74.8% | 01-04-2010 |
Governance & relationships
- Manager
- MILFORD FUNDS LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP36001verify on FSPR ↗
- NZBN
- 9429033222271verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (22)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2025-06-18 | SIPO | 1 PDF | Extracted | PDF only |
| 2018-03-31 | SIPO | 1 PDF | Pending | PDF only |
| 2026-Q1 | QFU | 6 PDFs | Extracted | Open filing → |
| 2025-06-18 | PDS | 1 PDF | Extracted | PDF only |
| 2024-06-20 | PDS | 1 PDF | Pending | PDF only |
| 2023-06-30 | PDS | 1 PDF | Pending | PDF only |
| 2023-06-20 | PDS | 1 PDF | Pending | PDF only |
| 2021-06-30 | PDS | 1 PDF | Pending | PDF only |
| 2021-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2020-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2019-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2017-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2025-03-31 | AR | 1 PDF | Pending | PDF only |
| 2024-03-31 | AR | 1 PDF | Pending | PDF only |
| 2023-03-31 | AR | 1 PDF | Pending | PDF only |
| 2022-03-31 | AR | 1 PDF | Pending | PDF only |
| 2021-03-31 | AR | 1 PDF | Pending | PDF only |
| 2020-06-30 | AR | 1 PDF | Pending | PDF only |
| 2020-03-31 | AR | 1 PDF | Pending | PDF only |
| 2019-03-31 | AR | 1 PDF | Pending | PDF only |
| 2018-03-31 | AR | 1 PDF | Pending | PDF only |
| 2017-03-31 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- Milford
- Funds operated
- 6
- Scheme(s)
- MILFORD KIWISAVER PLAN
Endpoints for MILFORD FUNDS LIMITED
One-click MCP install
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Quick examples
cURL
curl -s "https://fundcompare.co.nz/api/provider/milford/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/milford/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
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