Financial Services Company
last updated on 2024-02-26 14:28:59
| Rating | |
| Fund name |
MILFORD KIWISAVER CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
3.07% |
| Number of members |
5887 |
| Date fund started |
2012-10-01 |
| Fund type |
Conservative |
| Estimated annual fees |
0.95% |
| NZ invested Assets |
28.37% |
| Total value of fund |
$230 745 523 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
7% |
| Growth Assets |
18% |
| Bonds |
75% |
| Investments |
The Fund’s objective is to provide moderate returns and protect capital after the base fund fee but before tax over the minimum recommended investment timeframe of three years. It is a diversified fund that primarily invests in fixed interest securities, with a moderate allocation to equities. |
