Sharesies

Sharesies Kiwisaver Milford Aggressive

miscellaneousAggressive - Replicated Sustainability Rated

5yr Return

—%

3yr Return

—%

1yr Return

10.8%

3m Return

0.70%

Total Fee

1.15%

Fund Size

$177.6M

Asset Allocation

equities
83.43%
cash
13.3%
listed_property
3.13%
bonds
0.14%

Top Holdings

The fund's largest investments

Milford Aggressive Fund

100.00%

Historical Returns

3 Month

0.70%

1 Year

10.8%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee1.15%
Other Charges0.00%
Performance Fee0.00%
Total Annual Fee1.15%

Risk Level

6/ 7

High

Fund Managers

Leighton Roberts

Matthew Macpherson

Nick Dobson

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