Introducing the Milford Family of Funds

We offer four unit trusts; our original Aggressive and Peak Unit Trust Funds have been complemented by the Income Fund, and by the Balanced Fund.  We also have a Milford KiwiSaver Plan which offers two funds: the Milford Aggressive KiwiSaver and Milford Balanced KiwiSaver Funds.

All our KiwiSaver Funds and Unit Trust Funds are PIE (portfolio investment entity) registered. This has potential tax benefits to you, enabling your investment to be taxed at your own marginal tax rate (the rate of tax the IRD taxes you at individually for your last dollar of income) or at a top rate of 30%. Generally, gains made by any Milford Fund on the sale of shares in New Zealand resident companies or Australian resident listed companies (on an ASX approved Index) will not be liable for capital gains tax.

The Milford Balanced KiwiSaver Fund invests into the Milford Balanced Unit Trust Fund which in turn invests into the Milford Income, Aggressive and Peak Unit Trust Funds and into investments outside of Australasia with managers selected by Milford. The Milford Aggressive KiwiSaver Fund invests into the Milford Aggressive Unit Trust Fund.

Investors using KiwiSaver that have additional funds to invest and wish to retain the option of accessing those funds prior to retirement may consider the option of our Unit Trust range.