Milford Aggressive Fund



Information, unit prices, and historical performance


Information

The fund�s objective is to maximise capital growth after fees, but before tax, cost and expenses, over the minimum recommended investment timeframe of ten years. It primarily invests in international equities, with a moderate allocation to Australasian equities.

Minimum suggested investment timeframe 10 years
Average 3-Years return (after fees, but before tax)*
*as at 30 September 2025
14.53%

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 30/09/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Aggressive Fund 2.29% 5.43% 12.24% 12.51% 14.53% NA

Unit Prices

Data updated 07/11/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Aggressive Fund 1.4336 1.4192 1.3911 1.2820 1.3065 0.9917 NA

Unit Prices: Historical

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