View PerformanceActive Growth Fund

Active Growth Fund

Fund Overview

Investment Objective
The Milford Active Growth Fund targets an annual returns of 10%* over the minimum recommended investment timeframe.

Investment Strategy
Diversified fund that primarily invests in equities, with a moderate allocation to fixed interest securities

*After the base fund fee but before tax and before the performance fee (if applicable).

To view the full portfolio holdings of the Milford Active Growth Fund, please see the Disclose register , click on Search for an Offer, entering Milford KiwiSaver Plan as the offer name and click on the Investment Options tab.

This fund is for investors seeking

Target returns of 10% per annum over the minimum recommended investment time frame of 7 years

A high risk investment

Diversified exposure to primarily equities and moderate allocation to fixed interest securities

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You are investing $70K Private Wealth Account

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Managing the Active Growth Fund

Jonathan Windust Portfolio Manager & Deputy CIO
William Curtayne Portfolio Manager

Active Growth Fund

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