Portfolio Manager Jonathan Windust discusses the performance of the Balanced Fund.
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.
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.
For more information on getting advice at Milford, please visit: https://milfordasset.com/getting-advice
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