Kiwisaver Product
Milford Funds Limited manages a Kiwisaver investment option through the
AonSaver KiwiSaver product. It is the Milford Aggressive Fund Investment Option, which is a very actively managed portfolio that consists of New Zealand listed companies as well as potentially some Australian listed and unlisted New Zealand companies, unit trusts and cash.
The Fund is concentrated, based on investment in New Zealand listed companies and is designed for long-term investors who have a high tolerance for risk.
Download Investment Statement as pdf
Aon KiwiSaver Milford Aggressive Update
Aggressive Fund KiwiSaver Unit Prices
How to SwitchIf you are an existing KiwiSaver investor with another provider and wish to switch to the Milford KiwiSaver option then simply fill in the application form in the Investment Statement on the right, mail to Aon and then Aon will handle the transfer from there. |
Key Features
| Recommended investment timeframe | At least 5 years |
| Investment policy | New Zealand and some Australian listed companies, unlisted New Zealand companies, unit trusts and cash. |
| Target return / Benchmark | 10% per annum (after fees and before tax) |
| Valuations | Daily |
| Management and Trustee fees | 1.05% p.a. (including GST) of the gross asset value of the Fund (excluding any entry fees, abnormal costs, brokerage or any performance fee) |
| Performance fee | 15% of the Fund’s performance (after deducting the management and Trustee fee) above the benchmark is payable to Milford |
| Entry fee | No entry fee payable |
| Commencement date | 1 October 2007 |
Link for Members of the Aon KiwiSaver Milford Aggressive Fund
How to invest:
- Contact your financial adviser or
- Use our interactive self-assessment Risk Analysis Tool and
- Print or view the AonSaver Milford KiwiSaver Option and then fill in the application form on page 9 contained in this document. Please mail the form to AonSaver (AMT), PO Box 3167, Auckland 1140. If employed you should inform your employer that you have chosen this KiwiSaver option.
- Download our direct debit form for regular contributions or the Voluntary Lump Sum contribution form for lump sum payments.
- If you are an existing KiwiSaver investor with another provider and wish to switch to the Milford KiwiSaver option then simply fill in the application form in the Investment Statement, mail to Aon and then Aon will handle the transfer from there.
