Milford Fund Performance
| Returns to 31/08/10* | 1 month |
3 months |
6 months |
1 year |
2 years p.a |
Since inception** |
| Milford Aggressive Fund | 0.5% | (0.6%) | (0.2%) | 6.4% | 9.3% | 32.4% |
| Aggressive Fund Benchmark (10.0% p.a.) |
0.8% | 2.5% | 5.0% | 10.0% | 10.5% | 32.0% |
| NZX50Gross | 0.0% | (0.8%) | (3.8%) | (2.0)% | (4.8%) | (29.1%) |
| Milford Peak Fund | (1.1)% | (0.5%) | (2.9%) | 3.4% | (4.5)% | 5.5% |
| Peak Fund Benchmark (NZX50 Portfolio Index) |
0.1% | (0.5%) | (3.5%) | 0.5% | (3.7%) | (25.7%) |
| Milford Income Fund | 0.9% | 3.0% | 3.6% | |||
| Income Fund Benchmark (90 Day Bank Bill Index) |
0.3% | 0.8% | 1.2% | |||
| Milford Balanced Fund | 0.4% | (1.1%) | (1.6%) |
* Performance is after fees and before tax
** 1 October 2007 for the Milford Aggressive and Peak Funds; 1 April 2010 for the Milford Income and Balanced Funds
The Milford Balanced Fund and Milford Income Fund commenced 1 April 2010. For the available monthly performances of these Funds please click here.
Milford Aggressive Fund Return*
versus NZ Sharemarket and 10% p.a. Return Benchmark
* Returns are after fees and before tax
Please note that past performance is no guarantee of future returns.
Milford Peak Fund Return*
versus Benchmark (NZX 50 Portfolio Index)
* Returns are after fees and before tax
Please note that past performance is no guarantee of future returns.
