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23/11/2024
Insurance Company
last updated on 2023-12-12 12:33:44
| Rating | |
| Fund name |
MILFORD ACTIVE GROWTH FUND |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
- |
| Number of members |
2061 |
| Date fund started |
2022-02-23 |
| Fund type |
Growth |
| Estimated annual fees |
1.52% |
| NZ invested Assets |
- |
| Total value of fund |
$48 471 008 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6% |
| Growth Assets |
78% |
| Bonds |
16% |
| Investments |
To provide a diversified portfolio that primarily invests in equities, with a moderate allocation to fixed interest securities. The fund's objective is to provide annual returns of 10% after fees (but before tax, cost and expenses), over the minimum recommended investment timeframe of seven years. |
