Milford Aggressive Fund

Milford Conservative Fund Milford Balanced Fund Milford Active Growth Fund Milford Aggressive Fund

Milford Aggressive Fund

The Milford Aggressive Fund is designed for investors seeking high long-term growth and who are comfortable with significant fluctuations in the value of their investment. This fund invests primarily in growth assets, such as shares, which have the potential for high returns but also come with higher risk. The fund aims to outperform its benchmark over a seven-year period by focusing on quality companies with strong growth potential and resilient business models. Milford's investment team employs a rigorous research process to select these companies, ensuring a diversified portfolio that can navigate different market conditions.

The fund is actively managed, meaning that the investment team makes ongoing decisions about buying and selling assets to capitalize on market opportunities and manage risks. This active approach allows the fund to adapt to changing economic environments and take advantage of short-term market movements. The Milford Aggressive Fund is suitable for investors who can withstand market volatility and are looking for a long-term investment strategy to achieve substantial capital growth. Regular reviews and adjustments to the portfolio are conducted to align with the fund’s objectives and to optimize performance.

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Fund Summary

1 Year Return 14.50%

5 Year Return 11.29%

Risk Rating

Lower

Higher

Fund Fees 1.15%

About High-Growth Funds

A high-growth KiwiSaver fund aims to maximise returns by investing in higher risk assets with a higher potential return. They are more volatile so you can expect more ups and downs in the short term, making it best for long-term investing, like 10 years or more. Investments include stocks, property, and infrastructure.

High-Growth Funds Returns

Fund	12 Month Returns	3 Year Returns	5 Year Returns
Generate Focused Growth Fund	17.60%	5.80%	8.20%
Milford Aggressive Fund	14.50%	6.40%	11.29%

Please Note

Past performance is not necessarily an indicator of future performance and return periods may differ.

Returns are after fees and before taxes.

Performance numbers supplied directly from the providers rather than calculated independently by Savvy Saver.

If you choose to apply via Savvy Saver, you understand that these results are generalized advice to you and do not constitute personalized advice.

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Want to use our matching tool to find your perfect fund - just click 'Find Your Fund' below. Or if you have decided Milford Aggressive Fund is for you then click 'Apply Now'.

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Frequently Asked Questions

Please read our FAQs page to find out more.

Is Savvy Saver free to use?

Savvy Saver is free for users with the exception of any users who chose a Milford KiwiSaver Scheme. For any client choosing a Milford KiwiSaver Scheme will have a $150 brokerage fee deducted from their KiwiSaver balance.

Do I need to create an account?

You can explore Savvy Saver and get personalized scheme recommendations without creating an account. However, registering allows you to save your preferences and revisit your personalized recommendations at any time.

How does Savvy Saver ensure the recommended schemes are reliable?

We partner with reputable KiwiSaver providers and continuously monitor the performance and compliance of all listed schemes to ensure they meet high standards of reliability and trust.

Can I change my investment preferences later?

Absolutely! You can update your preferences at any time through your Savvy Saver dashboard to reflect changes in your investment goals or financial situation.

What makes Savvy Saver different from other KiwiSaver comparison tools?

Unlike other tools that may require extensive research or consultations, Savvy Saver offers a streamlined online experience that quickly matches you with a suitable KiwiSaver scheme based on a tailored questionnaire, all without needing to make a phone call.

How is my personal information protected?

Savvy Saver adheres to strict privacy policies and uses advanced security measures to protect all personal information you share with us.

Will I be charged any fees for signing up through Savvy Saver?

Signing up for KiwiSaver schemes through Savvy Saver incurs no additional fees with the exception of Milford KiwiSaver Schemes. For any client choosing a Milford KiwiSaver Scheme will have a $150 brokerage fee deducted from their KiwiSaver balance.

How often should I review my KiwiSaver scheme?

It’s a good idea to review your KiwiSaver scheme annually or whenever there are significant changes in your financial situation or investment goals.

What should I do if my financial situation changes?

We recommend using our matching tool to reflect any significant changes in your financial situation. This will help us adjust our recommendations to better suit your new circumstances.

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Yes, Savvy Saver is fully optimized for mobile devices, allowing you to access your account and review recommendations on the go.

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Yes, we have a referral program that rewards you for every friend or family member who signs up and starts using Savvy Saver based on your recommendation.