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23/11/2024
Financial Services Company
last updated on 2024-02-26 14:29:04
| Rating | |
| Fund name |
MILFORD KIWISAVER MODERATE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
- |
| Number of members |
3958 |
| Date fund started |
2020-03-27 |
| Fund type |
No data |
| Estimated annual fees |
0.95% |
| NZ invested Assets |
25.23% |
| Total value of fund |
$149 247 502 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
9% |
| Growth Assets |
40% |
| Bonds |
51% |
| Investments |
The Fund’s objective is to provide moderate returns and capital growth, after the base fund fee but before tax and before the performance fee, over the minimum recommended investment timeframe of four years. It is a diversified fund that primarily invests in fixed interest securities with a significant allocation to equities. |
