Milford Funds Limited - Balanced Fund

Financial Services Company

last updated on 2018-10-09 13:59:40

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Overview

Rating

Fund name

Balanced Fund

Membership fee per annum

$36

Performance based fees

-

Fund performance 1 year

7.45%

Exit/transfer fee

0.00

Total value of fund

$198 917 748

Fund type

Balanced

Estimated annual fees

1.19%

Risk indicator

4

Fund performance 5 year

9.06%

Number of members

5568

Date fund started

01.04.2010

Fund investment mix

Cash

9%

Property

6%

Other

0.00

Bonds

31%

Shares

54%

Investments

Investments

-