Milford Funds KiwiSaver

Milford Asset Management is a New Zealand investment firm that provides KiwiSaver funds, managed investment funds and wealth management.

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Compare Milford Funds KiwiSaver

If you’re considering opening a KiwiSaver fund with Milford Funds, check out Canstar’s latest Star Ratings for its products.

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Types of Milford Funds KiwiSaver

Milford Funds offers six KiwiSaver funds, each offering a different level of potential return and targeted to the needs of a different life stage. The funds range from their KiwiSaver Cash Fund, to higher risk Growth and Aggressive funds. The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up more of the growth options.

Eligibility to open a Milford Funds KiwiSaver account

Most New Zealanders can join KiwiSaver. Find out if you’re eligible on the government’s KiwiSaver website.

Join or transfer to a Milford Funds KiwiSaver account

Apply online on the Milford Funds website.

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KiwiSaver

Canstar Research

Rating:

Award: Provider of the Year

Milford Funds KiwiSaver

View the Provider of the Year | KiwiSaver Award 2020 report

Written by: Bruce Pitchers | Last updated: September 21, 2020

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Important Information

CANSTAR rating

Indicative CANSTAR rating*

* Managed funds that have not been available for a minimum of five years are not eligible to receive a Canstar star rating, therefore an indicative star rating is supplied. Indicative star ratings are represented as outlined stars, and provide an indication of the funds rating relative to its peers for the period for which it has been available.

The Star Ratings were awarded in September 2019 based on data as at that date. To find how we rate each products read the CANSTAR Star Ratings Methodology. Data in the table is updated from time to time to reflect product changes notified to us by product issuers. Check current product details and investment options with the product issuer.

These results are general advice only and not personal financial advice. Ratings are only one factor to take into account when deciding whether to make an investment. Consider the Product Disclosure Statement before making a purchase decision.

The initial table display is sorted by Star Rating and then alphabetically by company. Further information is available by clicking on a icon or tab.

Important Notes:

Performance, fee and other information displayed in the table has been updated from time to time since the rating date and may not reflect the products as rated.
The performance and fee information shown in the table is for the investment option used by Canstar in rating of the Kiwisaver product.
The investment performance after fund fees is shown above. Note that historical performance may not reflect the future performance of funds. Performance information is sourced from the New Zealand Companies Office Disclose Register.
Performance data may not be available for some products. This is indicated in the tables by a note referring the user to the product provider, or by no performance information being shown.
Past performance is not necessarily a guide to future performance; unit prices and fund values may fall as well as rise.
Any advice on this page is general and has not taken into account your objectives, financial situation or needs. Consider whether this general financial advice is right for your personal circumstances. You may need financial advice from a qualified adviser. Canstar is not providing a recommendation for your individual circumstances. See our Detailed Disclosure.
Not all Kiwisaver products in the market are listed, and the list above may not include all features relevant to you. CANSTAR is not providing a recommendation for your individual circumstances.
Click here for additional important notes and liability disclaimer.

This advice is general and has not taken into account your objectives, financial situation, or needs. Consider whether this advice is right for you. Consider the product disclosure statement (PDS) before making any financial decision. For more information, read Canstar’s Privacy Policy.

The Star Ratings in this table were awarded in September 2019. The search results do not include all providers and may not compare all features relevant to you. View the Canstar KiwiSaver Star Ratings Methodology and Report. The rating shown is only one factor to take into account when considering products. Canstar may receive a fee for referring you to a product provider.

Canstar is an information provider and in giving you product information Canstar is not making a recommendation or giving an opinion in relation to acquiring or disposing of a particular product. If you decided to apply for a product, you will deal directly with a provider, and not with Canstar. Rates and product information should be confirmed with the relevant provider. For more information, read the product disclosure statement (PDS) and Canstar’s terms of use and liability disclaimer.

This is provided for information purposes only. It is general in nature and has not taken into account your particular financial situation or goals so is not a personalised service. Consider whether this information is right for you. It is recommended that you consult a financial adviser before making any financial decision.

Performance, fee and other information displayed in the table has been updated from time to time since the rating date and may not reflect the products as rated. The performance and fee information shown in the table is for the investment option used by Canstar in rating of the Kiwisaver product.

The investment performance after fund fees is shown above. Note that historical performance may not reflect the future performance of funds. Performance information is sourced from the New Zealand Companies Office Disclose Register.

Performance data may not be available for some products. This is indicated in the tables by a note referring the user to the product provider, or by no performance information being shown. Past performance is not necessarily a guide to future performance; unit prices and fund values may fall as well as rise.