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23/11/2024

Aon - MILFORD ACTIVE GROWTH WHOLESALE FUND

Insurance Company

last updated on 2023-12-12 12:32:47

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Overview

Rating

Fund name

MILFORD ACTIVE GROWTH WHOLESALE FUND

Membership fee per annum

$40

Fund performance 5 year

8.2%

Number of members

8691

Date fund started

2009-05-01

Fund type

Growth

Estimated annual fees

1.2%

NZ invested Assets

38.3%

Total value of fund

$147 159 177

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

6%

Growth Assets

78%

Bonds

16%

Investments

Investments

To produce returns well in excess of inflation by investing primarily in shares, with a moderate allocation to fixed interest securities and cash.