Milford Balanced Fund
The Milford Balanced Fund is a diversified investment option designed to provide a balance between growth and income. This fund invests across a mix of asset classes, including domestic and international equities, fixed interest securities, and cash. Its strategic allocation aims to deliver long-term capital growth while managing risk through diversification. The fund leverages Milford's active management approach, seeking opportunities across various markets and sectors to optimize returns.
Performance-wise, the Milford Balanced Fund has demonstrated resilience and adaptability in different market conditions. It aims to achieve steady growth with moderate risk, making it suitable for investors with a balanced risk profile. The fund benefits from Milford's extensive research and experienced investment team, who actively monitor and adjust the portfolio in response to market changes. This approach ensures that the fund is well-positioned to capture potential growth while mitigating downside risks.
Fund Summary
About Balanced Funds
Balanced Funds Returns
| Fund | 12 Month Returns | 3 Year Returns | 5 Year Returns |
|---|---|---|---|
| Generate Moderate Fund | 8.70% | 2.60% | 4.30% |
| Pathfinder Balanced Fund | 12.50% | 4.10% | 7.70% |
| Milford Balanced Fund | 9.30% | 4.30% | 7.10% |
| NZ Funds Inflation Strategy Fund | 13.37% | -3.85% | 3.17% |
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.
Any questions? Click here to contact our Finance Advisors.
Let's Get Started
Want to use our matching tool to find your perfect fund - just click 'Find Your Fund' below. Or if you have decided Milford Balanced Fund is for you then click 'Apply Now'.
If you have any questions, you are always welcome to contact us. We'll get back to you as soon as possible, within 24 hours on weekdays.
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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.
Can I use Savvy Saver on my mobile device?
Yes, Savvy Saver is fully optimized for mobile devices, allowing you to access your account and review recommendations on the go.
What if I have more questions or need assistance?
Our dedicated support team is here to help! You can reach out via our Contact page, and we’ll get back to you as soon as possible.
How do I start using Savvy Saver?
Just "Find Your Fund", and follow the prompts to begin the questionnaire. It’s quick, easy, and can be the first step towards optimizing your retirement savings.
Can I refer friends to Savvy Saver?
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.