Investment funds / KiwiSaver / Balanced
The Milford KiwiSaver Balanced Fund is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.