View Performance - Milford Asset

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Our Investment Funds

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Returns to - (After fees and expenses)

1 Month 3 Months 1 Year 3 Year (p.a.) 5 Year (p.a.) Inception (p.a.) View Chart
Milford Australian Absolute Growth Fund - - - - - -
Benchmark
-
- - - - - -
Over/Underperformance - - - - - -
After Tax 10.5% - - - - - -
After Tax 17.5% - - - - - -
After Tax 28% - - - - - -
Milford Dynamic Fund (AU) - - - - - -
Milford Dynamic Fund (Strategy)* - - - - - -
Benchmark
S&P/ASX Small Ordinaries (TR) Index
- - - - - -
After Tax 10.5% - - - - - -
After Tax 17.5% - - - - - -
After Tax 28% - - - - - -
Over/Underperformance - - - - - -

Our Investment Funds

Unit Price

Unit Price Price Date Price History View Chart
Milford Australian Absolute Growth Fund
Milford Dynamic Fund (AU)

Our Investment Funds

Documents Product Disclosure Statement (PDS)

Includes application form
Monthly Review Fund Introduction
Milford Australian Absolute Growth Fund
Milford Dynamic Fund (AU)

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Past performance is no guarantee of future returns. Net performance figures are shown after all fees and expenses, and assumes reinvestment of distributions.

The Milford Investment Fund’s inception dates: Australian Absolute Growth Fund: 2 October 2017, Dynamic Fund (AU): 1 October 2019.

*The Milford Dynamic Fund (Strategy) performance combines the performance of the Milford Dynamic Fund (NZ) from 1 October 2013 to 30 September 2019 and the performance of the Milford Dynamic Fund (AU) thereafter.
The performance of the Milford Dynamic Fund (NZ) has been adjusted to reflect the difference in fee structure and neutral currency exposure from the Milford Dynamic Fund (AU).

Milford Australian Absolute Growth Fund

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Milford Dynamic Fund

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