Milford Aggressive Fund



Information, unit prices, and historical performance


Information

The Fund’s objective is to maximise capital growth after fees, but before tax, cost and expenses, over the minimum recommended investment timeframe of ten years. It primarily invests in international equities, with a moderate allocation to Australasian equities.

Minimum suggested investment timeframe 10 years
Member fee $23.40
Annual fund charges 1.50%
Average 3-Years return (after fees, but before tax)*
*as at 30 June 2024
NA

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 30/06/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Aggressive Fund 0.64% -0.28% 10.71% 14.80% NA NA

Unit Prices

Data updated 23/07/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Aggressive Fund 1.2439 1.2222 1.2033 1.1308 1.0846 NA NA

Unit Prices: Historical

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