Milford Active Growth Fund

Information, unit prices, and historical performance

Information

The Fund’s objective is to provide annual returns of 10% after fees, but before tax, cost and expenses, over the minimum recommended investment timeframe of seven years. It is a diversified fund that primarily invests in equities, with a moderate allocation to fixed interest securities.

Minimum suggested investment timeframe 7 years

Member fee $23.40

Annual fund charges 1.64%

Average 3-Years return (after fees, but before tax)*
*as at 30 October 2024 NA

Investment risk

Potentially lower returns Potentially higher returns

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Lower risk Higher risk

Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 30/10/2024

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	0.62%	0.55%	5.34%	20.70%	NA	NA

Unit Prices

Data updated 11/12/2024

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.2417	1.2239	1.2019	1.1439	1.0563	NA	NA