Milford Asset Management

Milford Balanced Fund

Balanced

Active balanced fund with a focus on capital preservation and growth.

5yr Return

—%

3yr Return

—%

1yr Return

—%

3m Return

—%

Total Fee

0.95%

Fund Size

—

Asset Allocation

Equities

55%

Bonds

30%

Cash

10%

Other

5%

Historical Returns

3 Month

—%

1 Year

—%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.95%

Admin Fee$36/yr

Total Annual Fee0.95%

Risk Level

4/ 7

Medium

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