InvestNow Milford Active Growth Fund
Investnow Milford Active Growth Fund is a growth KiwiSaver fund managed by InvestNow. It has 2,148 members and holds $76 million. It opened in 2021.
Fees and returns
- Annual fee
- 1.05% of your balance each year
- Return over 1 year
- +7.5% a year
- Return over 3 years
- +9.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 48%, australasian equities 16%, international fixed interest 13%, new zealand fixed interest 8%.
Largest holdings
- Milford Active Growth Wholesale Fund No. 2 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +7.5% |
| 2024/25 | +5.0% |
| 2023/24 | +16.0% |
| 2022/23 | −1.1% |
About this fund
InvestNow's wrapper access to the Milford Active Growth Fund, managed by Milford — primarily equities with a moderate allocation to fixed interest. It has an annual fund charge of 1.05%.