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22/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:59
| Rating | |
| Fund name |
MILFORD KIWISAVER BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
7.49% |
| Number of members |
21643 |
| Date fund started |
2010-04-01 |
| Fund type |
Balanced |
| Estimated annual fees |
1.05% |
| NZ invested Assets |
30.3% |
| Total value of fund |
$1 294 081 681 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
8% |
| Growth Assets |
61% |
| Bonds |
31% |
| Investments |
The Fund’s objective is to provide capital growth after the base fund fee but before tax and before the performance fee, over the minimum recommended investment timeframe of five years. It is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities. |
