Investment funds / non-KiwiSaver / Money Market / New Zealand
The Milford Cash Fund targets a return above the New Zealand Official Cash Rate ('NZ OCR') after fees but before tax. The Fund is a low-risk, tax efficient PIE fund, providing exposure to cash and cash-like securities through a diversified portfolio. The portfolio includes New Zealand cash, term deposits and short-dated debt 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.