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 31 August 2025
11.14%

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 31/08/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.03% 4.71% 5.24% 11.28% 11.14% NA

Unit Prices

Data updated 28/10/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.3817 1.3537 1.3019 1.2234 1.2127 0.9455 NA

Unit Prices: Historical

More about the New Zealand Retirement Trust