Milford Conservative Fund

Information, unit prices, and historical performance

Information

The fund�s objective is to achieve moderate returns and protect capital returns after fees, but before tax, cost and expenses, over the minimum recommended investment timeframe of three years. It is a diversified fund that primarily invests in fixed interest securities, with a moderate allocation to equities.

Minimum suggested investment timeframe 3 years

Average 3-Years return (after fees, but before tax)*
*as at 30 September 2025 7.12%

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 Conservative Fund	0.56%	1.66%	3.84%	6.07%	7.12%	NA

Unit Prices

Data updated 14/11/2025

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Conservative Fund	1.1890	1.1961	1.1826	1.1549	1.1196	0.9731	NA