View PerformanceBalanced Fund

Balanced Fund

Fund Overview

Investment Objective
The Milford Balanced Fund targets a capital growth* over the minimum recommended investment timeframe.

Investment Strategy
Diversified fund that primarily invests in equities, with a significant 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

Capital growth over at least 5 years

A medium to high risk investment

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

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How much would you like to invest

You are investing $70K Private Wealth Account

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Managing the Balanced Fund

Mark Riggall Portfolio Manager
Paul Morris Portfolio Manager & Deputy CIO

Balanced Fund

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