GoalsGetter Milford Balanced Fund
Goalsgetter Milford Balanced Fund is a balanced KiwiSaver fund managed by GoalsGetter. It has 93 members and holds $4 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.25% of your balance each year
- Return over 1 year
- +3.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 30%, international fixed interest 23%, australasian equities 17%, new zealand fixed interest 15%.
Largest holdings
- Milford Balanced Fund 98.26%
- NZD BNP Paribas A/C 1.76%
- Cogent Nom Int Csh A 0.02%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +3.1% |
About this fund
This is GoalsGetter's wrapper access to the Milford Balanced Fund, managed by Milford — a diversified fund investing primarily in equities with a significant allocation to fixed interest. Offered through the GoalsGetter platform, it has an annual fund charge of 1.25%.