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 1.49%

Average 3-Years return (after fees, but before tax)*
*as at 30 September 2025 14.67%

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 30/09/2025

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Aggressive Fund	2.31%	5.49%	12.29%	12.69%	14.67%	NA

Unit Prices

Data updated 05/11/2025

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Aggressive Fund	1.4366	1.4162	1.3784	1.2801	1.3000	0.9718	NA