Diversified Funds

GoalsGetter Milford Active Growth Fund

About the fund

The Fund primarily invests in equities, with a moderate allocation to fixed interest securities.

Risk Indicator (volatility)

1
2
3
4
5 High
6
7

Target Asset Allocation

Growth 78.00%
Income 22.00%

Performance

GoalsGetter KiwiSaver Scheme
Open Close

Performance

at 30 June 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 0.77%
Appropriate Market Index (AMI)2 1.59%
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Bloomberg NZBond Credit 0+ year Index.

5 year cumulative performance $10,000 invested

Top 10 Holdings

Security Name Percentage
Active Growth Wholesale No 2 97.27%
Cash and cash equivalents 2.73%