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 November 2025 13.21%

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 30/11/2025

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Aggressive Fund	-0.87%	3.22%	9.68%	8.83%	13.21%	NA

Unit Prices

Data updated 09/12/2025

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Aggressive Fund	1.4144	1.4506	1.3939	1.3212	1.3291	0.9867	NA