Milford Balanced Fund



Information, unit prices, and historical performance


Information

The fund’s objective is to provide capital growth after fees, but before tax, cost and expenses, over the minimum recommended investment timeframe of five years. It is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities.

Minimum suggested investment timeframe 4 years
Member fee $23.40
Annual fund charges 1.35%
Average 3-Years return (after fees, but before tax)*
*as at 28 February 2025 6.60%

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 28/02/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Balanced Fund -0.03% 1.07% 4.48% 10.70% 6.60% NA

Unit Prices

No Data available.

Unit Prices: Historical

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