InvestNow Milford Balanced Fund
Investnow Milford Balanced Fund is a balanced KiwiSaver fund managed by InvestNow. It has 678 members and holds $31 million. It opened in 2020.
Fees and returns
- Annual fee
- 1.06% of your balance each year
- Return over 1 year
- +4.2% a year
- Return over 3 years
- +6.4% a year
- Return over 5 years
- +4.7% 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 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +4.2% |
| 2024/25 | +5.0% |
| 2023/24 | +10.1% |
| 2022/23 | −0.6% |
| 2021/22 | +5.3% |
About this fund
InvestNow's wrapper access to the Milford Balanced Fund, managed by Milford — primarily equities with a significant allocation to fixed interest. It has an annual fund charge of 1.06%.