InvestNow Milford Conservative Fund
Investnow Milford Conservative Fund is a conservative KiwiSaver fund managed by InvestNow. It has 194 members and holds $7 million. It opened in 2020.
Fees and returns
- Annual fee
- 0.87% of your balance each year
- Return over 1 year
- +1.8% a year
- Return over 3 years
- +4.4% a year
- Return over 5 years
- +2.5% 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 Conservative Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +1.8% |
| 2024/25 | +5.3% |
| 2023/24 | +6.1% |
| 2022/23 | +0.2% |
| 2021/22 | −0.8% |
About this fund
InvestNow's wrapper access to the Milford Conservative Fund, managed by Milford — primarily fixed interest with a moderate allocation to equities. It has an annual fund charge of 0.87%.