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Milford KiwiSaver - MILFORD KIWISAVER AGGRESSIVE FUND

Financial Services Company

last updated on 2024-02-26 14:28:40

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Overview

Rating

Fund name

MILFORD KIWISAVER AGGRESSIVE FUND

Membership fee per annum

0.00

Fund performance 5 year

-

Number of members

28073

Date fund started

2019-08-01

Fund type

Aggressive

Estimated annual fees

1.15%

NZ invested Assets

20.86%

Total value of fund

$1 233 654 373

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

95%

Bonds

0.00

Investments

Investments

The Fund’s objective is to maximise capital growth after the base fund fee but before tax and before the performance fee, over the minimum recommended investment timeframe of ten years. It primarily invests in international equities, with a moderate allocation to Australasian equities.