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 December 2024 NA

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 31/12/2024

Fund name	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	-1.48%	2.41%	6.60%	13.07%	NA	NA

Unit Prices

Data updated 19/02/2025

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Milford Active Growth Fund	1.2646	1.2539	1.2385	1.1937	1.1106	NA	NA