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 July 2026 9.99%

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 31/08/2026

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	0.88%	2.36%	0.80%	4.88%	9.99%	NA

Unit Prices

Data updated 30/09/2026

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.3957	1.3909	1.3839	1.3333	1.3614	1.0154	NA