Investment Objective
To provide capital growth* over the minimum recommended investment timeframe.
*After the base fund fee but before tax and before the performance fee (if applicable).
Investment Strategy
A diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities.
Ratings & Certifications
Milford Balanced Fund has been certified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details.
Disclaimer: The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. Certifications are current for 24 months and subject to change at any time.
