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KiwiSaver

What is swing pricing?

Swing pricing only applies to the InvestNow Milford Conservative Fund and InvestNow Milford Balanced Fund. A swing price is applied to mitigate dilution in investment value due to transaction costs attributable to other investors buying or selling funds interests. On each valuation day the Underlying Milford Funds apply a swing factor adjustment to the price…

How do I make changes to my KiwiSaver portfolio?

You can change the make up of the funds in your KiwiSaver portfolio at any time, by following these steps: Log into your account and go to the “My Contributions” page (this will show you the current funds, and associated weightings, for your portfolio). Click on the ‘Edit‘  under your portfolio. Select the funds you…