↩ All Providers

Milford Funds

Milford Active Growth Fund

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets $8,447,300,000
Total Cost Ratio 1.25%
Growth Assets 67.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.8%
1 year 8.5%
3 years 10.7%
5 years 7.6%
10 years 9.8%

Milford Aggressive

Kiwisaver • Personal • Visit website
Sub Type Aggressive
Report Date 2026-03-31
Total Assets $2,873,400,000
Total Cost Ratio 1.15%
Growth Assets 93.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -5.8%
1 year 6.8%
3 years 10.3%
5 years 7.2%
10 years N/A

Milford Balanced Fund

Kiwisaver • Personal • Visit website
Sub Type Balanced
Report Date 2026-03-31
Total Assets $2,329,500,000
Total Cost Ratio 1.07%
Growth Assets 58.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -3.5%
1 year 5.0%
3 years 7.6%
5 years 5.6%
10 years 7.7%

Milford Cash Fund

Kiwisaver • Personal • Visit website
Sub Type Cash
Report Date 2026-03-31
Total Assets $209,600,000
Total Cost Ratio 0.20%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months 0.6%
1 year 3.1%
3 years 4.7%
5 years 3.6%
10 years N/A

Milford Conservative Fund

Kiwisaver • Personal • Visit website
Sub Type Conservative
Report Date 2026-03-31
Total Assets $455,400,000
Total Cost Ratio 0.85%
Growth Assets 16.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.9%
1 year 2.1%
3 years 5.7%
5 years 3.1%
10 years 4.7%

Milford Moderate Fund

Kiwisaver • Personal • Visit website
Sub Type Moderate
Report Date 2026-03-31
Total Assets $307,700,000
Total Cost Ratio 0.96%
Growth Assets 36.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.5%
1 year 3.5%
3 years 6.5%
5 years 4.3%
10 years N/A