Milford Active Growth Fund

Information, unit prices, and historical performance


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 1.65%
Average 3-Years return (after fees, but before tax)*
*as at 30 April 2024

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 30/04/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund -1.40% 4.12% 14.58% 12.98% NA NA

Unit Prices

Data updated 12/06/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.1439 1.1656 1.1309 1.0748 1.0295 NA NA

Unit Prices: Historical

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