Milford Conservative Fund

Information, unit prices, and historical performance


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 April 2024

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 30/04/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Milford Conservative Fund -0.59% 1.25% 6.53% 5.39% NA NA

Unit Prices

Data updated 22/05/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Milford Conservative Fund 1.0723 1.0636 1.0493 1.0176 1.0015 NA NA

Unit Prices: Historical

More about the New Zealand Retirement Trust