Milford KiwiSaver Balanced Fund
23681
Milford KiwiSaver Balanced Fund 23681 Strategy
The Fund is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities. It can short-sell securities and use derivative products.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: August 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,024.20 | 52.70 | -0.58% |
| CAC 40 | 7,995.98 | 78.25 | -0.97% |
| DAX 40 | 23,910.60 | 139.14 | -0.58% |
| Dow JONES (US) | 47,231.49 | 79.51 | -0.17% |
| FTSE 100 | 9,758.21 | 18.87 | -0.19% |
| HKSE | 26,229.45 | 256.45 | -0.97% |
| NASDAQ | 23,403.01 | 96.78 | -0.41% |
| Nikkei 225 | 50,024.97 | 858.71 | -1.69% |
| NZX 50 Index | 13,599.21 | 22.40 | 0.16% |
| S&P 500 | 6,780.50 | 15.79 | -0.23% |
| S&P/ASX 200 | 8,761.40 | 49.10 | -0.56% |
| SSE Composite Index | 4,004.62 | 3.14 | -0.08% |