The research house measures long-term returns for fund performance, and finds Milford's active growth fund the best across all categories over a 10-year horizon, with annual returns after fees of 13.8 percent. The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up more of the growth options. The last bar shows the average annual return for the last 10 years, up to 30 September 2018. xlsx, 146 KB. 30 Jun 2020. Of the fund's $1.1 billion of assets, some 42.1 percent are held in New Zealand-domiciled assets and 70.5 percent are in growth assets. Aon Saver Limited. Russell LifePoints® Growth Fund. Morningstar Fund Report Milford Active Growth Retail Fund Report | Report generated 09 Jul 2020 | Read the Analyst Research Report. Mar-18 Mar-19 Mar-20 Jun-20; Fund:

As at 31 March 2020 the Use our online risk profiler to help you understand your attitude towards investment risk and help you decide which option may suit your needs. Russell LifePoints® Target Date 2055 Fund. Find the latest Milford Active Growth Fund (23255.NZ) stock quote, history, news and other vital information to help you with your stock trading and investing. Fund: Milford Active Growth. The fund’s foreign currency exposure is actively managed, with the neutral currency exposure being 16%. We provide a multi strategy fund range and a single strategy fund range. Milford Asset Management is seeking to emulate the success of its flagship NZ Active Growth fund with a new product aimed at the Australian market. Login for Milford KiwiSaver, Investment Funds, Private Wealth, Private Equity and Australian Funds. Financial Year Total Returns. View fund. Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. MILFORD ACTIVE GROWTH WHOLESALE FUND. You can view these by clicking the buttons above the graph. Balanced fund type. Here's what the provider says about this fund: To produce returns well in excess of inflation by investing primarily in Australasian shares, with a moderate allocation to … Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Unit Trust & KiwiSaver) and Co-Manager of the KiwiSaver Aggressive Fund. Category: Multisector - Growth. Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Unit Trust & KiwiSaver) and Co-Manager of the KiwiSaver Aggressive Fund. Morningstar Fund Report Milford Active Growth Retail Fund Report | Report generated 09 Jul 2020 | Read the Analyst Research Report. Index: Morningstar NZ Msec Growth TR NZD. Of the fund's $1.1 billion of assets, some 42.1 percent are held in New Zealand-domiciled assets and 70.5 percent are in growth assets. 1 Milford Active Growth Fund 100.00% Diversified fund New Zealand The Top 10 investments make up 100.00% of the fund. Category: Multisector - Growth. The fund is managed by our experienced Sydney-based investment team. Conservative Fund. The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up more of the growth options. Index: Morningstar NZ Msec Growth TR NZD. Milford offers four KiwiSaver funds, each offering a different level of potential return and targeted to the needs of a different life stage. Here's what the provider says about this fund: To produce returns well in excess of inflation by investing primarily in Australasian shares, with a moderate allocation to international shares and fixed interest securities. The Milford Australian Absolute Growth Fund builds on Milford’s absolute return investing capability, modelled on the flagship Milford Active Growth Fund in New Zealand.

Replacement Product Disclosure Statements for Milford Investment Funds and the Milford KiwiSaver Plan are available and have also been lodged at companiesoffice.govt.nz/disclose . Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. View key information on our Active Growth Fund including its performance, risk profile and learn more about the investment experts managing it. Milford Account Login - Access your Milford Asset Management account here. Milford Active Growth Wholesale Fund. Currency hedging Currency hedging can apply to some of the asset classes this fund invests in. Growth of $10,000.