Aggressive Funds

GoalsGetter Milford Aggressive Fund

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About the fund

A diversified fund that primarily invests in international equities, with a moderate allocation to Australasian equities.

 

Note: As the GoalsGetter Milford Aggressive Fund is a new fund, performance and holdings data will be available after it has existed for longer than 1 month. Please revisit this page again for updated data as it becomes available.

 

 

Risk Indicator (volatility)

1
2
3
4
5 High
6
7

Target Asset Allocation

Growth 95.00%
Income 5.00%
milford

 

Summary 

Founded in 2003, Milford is a New Zealand fund manager providing world-class investment services. Privately owned by staff, board members, and the founder’s family, Milford is one of the country's largest wealth managers. Led by CEO Mark Ryland since 2019, the investment team operates from Auckland and Sydney under Chief Investment Officer Wayne Gentle. Milford’s investment philosophy is highly active, focusing on tactical asset allocation and thorough research.

 

 

Performance

GoalsGetter KiwiSaver Scheme
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Performance

at 31 May 2025
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1
Appropriate Market Index (AMI)2
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Composite - refer to the GoalsGetter KiwiSaver Scheme SIPO

Cumulative Returns Since Inception, $10,000 invested

Fund documents for download