GoalsGetter Milford Conservative Fund
Goalsgetter Milford Conservative Fund is a conservative KiwiSaver fund managed by GoalsGetter. It has 33 members and holds $2 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.05% of your balance each year
- Return over 1 year
- +1.0% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International fixed interest 36%, new zealand fixed interest 34%, cash and cash equivalents 14%, international equities 7%.
Largest holdings
- Milford Conversative Fund 99.09%
- NZD BNP Paribas A/C 0.93%
- Cogent Nom Int Csh A 0.03%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +1.0% |
About this fund
This is GoalsGetter's wrapper access to the Milford Conservative Fund, managed by Milford — a diversified fund investing primarily in fixed interest with a moderate allocation to equities. Offered through the GoalsGetter platform, it has an annual fund charge of 1.05%.