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Fees

There are fees associated with all types of investing. The fees associated with Milford Private Wealth are:

  • A portfolio management fee on a sliding scale starting at 0.8% per annum on the gross asset value.
  • Milford’s Unit Trust capped management fees, which range from 0.65% to 1.35% per annum on the gross asset value.
  • Applicable Unit Trust performance fees, which are only charged when a fund exceeds its stated performance objective.
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