Sharesies Milford Aggressive Fund
Sharesies Milford Aggressive Fund is an aggressive KiwiSaver fund managed by Sharesies. It has 8,953 members and holds $188 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.15% of your balance each year
- Return over 1 year
- +6.3% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 70%, australasian equities 20%, cash and cash equivalents 6%.
Largest holdings
- Milford Aggressive Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.3% |
| 2024/25 | +2.6% |
About this fund
The Sharesies Milford Aggressive Fund invests wholly in the Milford Aggressive Fund, managed by Milford — primarily international equities with a moderate allocation to Australasian equities — accessed through the Sharesies platform. It has operated since 2024 and carries an annual fund charge of 1.15%.