Milford Active Growth Fund

Information, unit prices, and historical performance


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 June 2024

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 30/06/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund NA -0.89% 6.06% 11.12% NA NA

Unit Prices

Data updated 23/07/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.1825 1.1496 1.1480 1.0940 1.0491 NA NA

Unit Prices: Historical

More about the New Zealand Retirement Trust