Portfolio Manager Jonathan Windust discuses the performance of the Balanced Fund, which was up 2.1% for the month and 14.6% for the past year. Jonathan also discusses the major contributors to this performance and the current investment outlook.
The Milford Balanced Funds target is to achieve capital growth over time by holding a diversified investment portfolio including New Zealand and overseas cash, bonds and shares.
Milford Balanced Fund – November 2012
Disclaimer: This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.
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