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 January 2026 10.84%

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 31/01/2026

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	0.41%	1.28%	6.31%	8.95%	10.84%	NA

Unit Prices

Data updated 18/02/2026

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.3690	1.3709	1.3485	1.3338	1.2555	1.0101	NA