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23/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:59
| Rating | |
| Fund name |
MILFORD KIWISAVER ACTIVE GROWTH FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
9.76% |
| Number of members |
62483 |
| Date fund started |
2010-04-01 |
| Fund type |
Growth |
| Estimated annual fees |
1.05% |
| NZ invested Assets |
38.34% |
| Total value of fund |
$4 615 003 667 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6% |
| Growth Assets |
78% |
| Bonds |
16% |
| Investments |
The Fund’s objective is to provide annual returns of 10% after the base fund fee but before tax and before the performance fee, over the minimum recommended investment timeframe of seven years. It is a diversified fund that primarily invests in equities, with a moderate allocation to fixed interest securities. |
