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 31 July 2025
11.38%

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 31/07/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.80% 7.33% 4.60% 9.66% 11.38% NA

Unit Prices

Data updated 11/09/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.3317 1.3251 1.2742 1.2162 1.2019 0.9709 NA

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme