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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%.

See how all of Sharesies KiwiSaver's funds have performed