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 1.69%

Average 3-Years return (after fees, but before tax)*
*as at 30 April 2026 10.22%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Lower risk Higher risk

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

Investment Returns

Data updated 30/04/2026

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	2.49%	-1.18%	-1.23%	10.72%	10.22%	NA

Unit Prices

Data updated 20/05/2026

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.3488	1.3516	1.3683	1.3466	1.2625	1.0171	NA