Diversified Funds

GoalsGetter Milford Conservative Fund

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About the fund

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

Risk Indicator (volatility)

1
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3 Medium
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7

Target Asset Allocation

Growth 18.00%
Income 82.00%
Milford

Summary of Milford

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

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Performance

at 31 October 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 0.05% 1.48%
Appropriate Market Index (AMI)2 -0.61% 1.30%
  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
Milford Conversative Fund 87.17%
Cash and cash equivalents 12.83%