Milford KiwiSaver Review
Award-winning active fund manager known for strong performance and personalized service.
About Milford KiwiSaver
Milford is one of New Zealand's most successful active fund managers, known for consistently strong performance across their range of funds. They take an active management approach, seeking to outperform market benchmarks through careful security selection and market timing.
Their investment team is one of the largest in New Zealand, providing in-depth research and analysis to inform investment decisions. Milford places a strong emphasis on risk management and capital preservation while seeking growth opportunities.
They offer a comprehensive range of funds to suit different risk profiles and investment goals, backed by award-winning customer service and digital tools.
Milford KiwiSaver Funds
Milford Active Growth Fund
Actively managed fund focusing on growth assets with a strong track record of performance.
Risk Level
High
Management Fee
1.15%
1 Year Return
13.5%
5 Year Return
11.1%
Why Choose Milford KiwiSaver?
Advantages
- Strong performance track record
- Experienced investment team
- Active management approach
- Comprehensive research capabilities
- Award-winning customer service
Considerations
- Higher fees compared to passive providers
- Active management may not always outperform
- May not suit those seeking the lowest cost option
Quick Facts
- Total Assets
- $10.2B
- Average Management Fee
- 1.15%
- Number of Funds
- 6
- Fund Types
- Conservative, Moderate, Balanced, Active Growth, Aggressive, Cash
Key Features
- Active management
- Strong performance history
- Personal financial advice
- Digital tools and app