Milford KiwiSaver Funds have The Best Five Year Performance Figures to March 2025
The latest MoneyHub newsletter brought to my attention that five of the six Milford Asset Management Funds topped their respective categories in the Morningstar KiwiSaver Survey March Quarter 2025
Top 5-Year KiwiSaver Fund Performers (to 31 March 2025)
|
Fund Type
|
Fund Name
|
5-Year Average Return
(After Fee, Before Tax) |
Ranking |
10-Year Average Return |
Ranking |
|
Conservative
|
4.8% pa
|
1 | 4.9% pa | 1 | |
|
Moderate
|
6.8% pa
|
1 | na | na | |
|
Balanced
|
9.4% pa
|
1 | 7.8% pa | 1 | |
|
Growth
|
12.4% pa
|
1 | 9.8% pa | 1 | |
|
High Growth (Aggressive)
|
13.5% pa
|
1 | na | na |
The only Milford fund that didn't top the 5 Year returns was the Milford KiwiSaver Cash Fund which ranked sixth at 3.3% pa, 0.3% behind the number one fund Nikko AM Scheme NZ Cash, (renamed Amova NZ Cash Fund from 1 September 2025)
This is clearly an outstanding result for Milford Asset Management. Its easy to switch your KiwiSaver fund to one of Milford's just call Jonathan York on 07 578 3863 to get started.
You can read MoneyHub's full Milford KiwiSaver Plan Review.
MoneyHub Founder Christopher Walsh explains the 31 March 2025 Morningstar KiwiSaver report (published on 1 May 2025) in the video below:
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