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 April 2025
7.14%

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 30/04/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund -0.15% -2.62% 1.50% 6.87% 7.14% NA

Unit Prices

Data updated 21/05/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Active Growth Fund 1.2636 1.2127 1.2463 1.2385 1.1497 0.9635 NA

Unit Prices: Historical

More about the New Zealand Retirement Trust