Sharesies Milford Balanced Fund
Sharesies Milford Balanced Fund is a balanced KiwiSaver fund managed by Sharesies. It opened in 2026.
Fees and returns
- Annual fee
- 1.07% of your balance each year
About this fund
The Sharesies Milford Balanced Fund invests wholly in the Milford Balanced Fund, managed by Milford — an actively managed balanced portfolio primarily of equities with a significant allocation to fixed interest — accessed through the Sharesies platform. It began in 2026 and carries an annual fund charge of 1.07%.