View PerformanceAustralian Absolute Growth Fund

Australian Absolute Growth Fund

Fund Overview

Investment Objective
The Milford Australian Absolute Growth Fund targets an absolute return with an annualised return objective of 5% above the New Zealand Official Cash Rate while seeking to protect capital* over rolling three year periods.

Investment Strategy
Diversified fund that primarily invests in Australasian equities, complemented by selective exposure to international equities and cash.

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

This fund is for investors seeking

A targeted absolute return of the OCR + 5% p.a. over the minimum recommended investment time frame of 7 years

A high risk investment

Diversified exposure to primarily Australasian equities complemented by selective exposure to international equities and cash

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$1K
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You are investing $70K Private Wealth Account

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Managing the Australian Absolute Growth Fund

William Curtayne Portfolio Manager
Wayne Gentle Chief Investment Officer & Executive Director
Jason Kururangi Portfolio Manager

Australian Absolute Growth Fund

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