Milford
Milford Balanced Fund
BalancedBalanced5yr Return
6.9%
3yr Return
9.8%
1yr Return
9.1%
3m Return
0.30%
Total Fee
1.17%
Fund Size
$2.3B
Asset Allocation
international_fixed_interest
28.66%
cash
23.42%
international_equities
18.65%
australasian_equities
16.07%
nz_fixed_interest
6.76%
listed_property
4.77%
other
1.67%
Top Holdings
The fund's largest investments
NZD Cash Current Account (NAB Bank)
Contact Energy Ltd
NZ Government Inflation Indexed 20/09/2025
HCA Holdings Inc
Origin Energy Ltd
Shell PLC
Elevance Health Inc
Telstra Corp Ltd
Boston Scientific Corporation
Natwest Group Plc
Historical Returns
3 Month
0.30%
1 Year
9.1%
3 Year
9.8%
annualised
5 Year
6.9%
annualised
10 Year
8.2%
Since Inception
—%
annualised
Fees
Management Fee1.05%
Other Charges0.01%
Performance Fee0.12%
Total Annual Fee1.17%
Category Rankings
Ranked within Balanced funds
3 Month#32
1 Year#23
3 Year#29
5 Year#3
10 Year#1
Risk Level
4/ 7
Medium
Fund Managers
Mark Riggall
Paul Morris
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