Milford

Milford Active Growth Fund

GrowthGrowth Sustainability Rated

5yr Return

9.7%

3yr Return

13.3%

1yr Return

12.5%

3m Return

1.50%

Total Fee

1.05%

Fund Size

$8.5B

Asset Allocation

equities
77.28%
bonds
22.31%
cash
0.41%

Top Holdings

The fund's largest investments

New Zealand Government 4.5% 15/05/2035

3.42%

NatWest Group Plc

2.63%

National Grid Plc

2.61%

NZD Cash Current Account (HSBC)

2.52%

SSE Plc

2.51%

Alphabet Inc.

2.18%

Microsoft Corporation

1.81%

Contact Energy Ltd

1.75%

Amazon.Com, Inc.

1.73%

CRH Plc

1.62%

Historical Returns

3 Month

1.50%

1 Year

12.5%

3 Year

13.3%

annualised

5 Year

9.7%

annualised

10 Year

10.2%

Since Inception

—%

annualised

Fees

Management Fee1.04%
Other Charges0.01%
Performance Fee0.00%
Total Annual Fee1.05%

Category Rankings

Ranked within Growth funds

3 Month#25
1 Year#4
3 Year#12
5 Year#2
10 Year#1

Risk Level

5/ 7

Medium-High

Fund Managers

Jonathan Windust

William Curtayne

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