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22/11/2024

AMP - MILFORD AGGRESSIVE FUND

Insurance Company

last updated on 2023-12-12 12:33:44

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Overview

Rating

Fund name

MILFORD AGGRESSIVE FUND

Membership fee per annum

$23

Fund performance 5 year

-

Number of members

1337

Date fund started

2022-02-23

Fund type

Aggressive

Estimated annual fees

1.52%

NZ invested Assets

-

Total value of fund

$34 284 702

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

95%

Bonds

0.00

Investments

Investments

To provide a portfolio that primarily invests in international equities, with a moderate allocation to Australasian equities. 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.