GoalsGetter Milford Active Growth Fund
Goalsgetter Milford Active Growth Fund is a growth KiwiSaver fund managed by GoalsGetter. It has 353 members and holds $15 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.25% of your balance each year
- Return over 1 year
- +6.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 43%, international fixed interest 15%, australasian equities 14%, cash and cash equivalents 10%.
Largest holdings
- Active Growth Wholesale No 2 98.78%
- NZD BNP Paribas A/C 1.12%
- Cogent Nom Int Csh A 0.16%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.1% |
About this fund
This is GoalsGetter's wrapper access to the Milford Active Growth Fund, managed by Milford — a diversified fund investing primarily in equities with a moderate allocation to fixed interest, with a stated objective of a 10% annual return (after the base fee, before tax and any performance fee). Offered through the GoalsGetter platform, it has an annual fund charge of 1.25%.