Active Growth Fund - Milford Asset
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).

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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How much would you like to invest

$1K
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$500K+
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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