View PerformanceConservative Fund

Conservative Fund

Fund Overview

Investment Objective
The Milford Conservative Fund targets a moderate returns* and protect capital over the minimum recommended investment timeframe.

Investment Strategy
Diversified fund that primarily invests in fixed interest securities, with a moderate allocation to equities. While conservative in nature, the Fund may experience short term negative returns, particularly in times of heightened volatility.

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

This fund is for investors seeking

Moderate returns and capital protection over at least 3 years

A lower risk investment

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

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You are investing $70K Private Wealth Account

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Managing the Conservative Fund

Mark Riggall Portfolio Manager
Paul Morris Portfolio Manager & Deputy CIO

Conservative Fund

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