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 May 2025 9.05%

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 31/05/2025

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	3.48%	0.51%	1.66%	10.00%	9.05%	NA

Unit Prices

Data updated 03/07/2025

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.2983	1.2764	1.1759	1.2314	1.1558	0.9245	NA