Milford Active Growth Fund

Information, unit prices, and historical performance

Information

The fund's objective is to achieve an 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

Average 3-Years return (after fees, but before tax)*
*as at 30 November 2025 12.18%

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 Active Growth Fund	-0.35%	2.97%	7.82%	9.61%	12.18%	NA

Unit Prices

Data updated 09/01/2026

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.3921	1.3565	1.3638	1.2969	1.2179	0.9834	NA