Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Milford Global Opportunities Wholesale

Retail

Fund Report | Report generated 01 Dec 2021 |

Performance

--

Growth of $10,000

Fund
Fund: Milford Global Opportunities Wholesale
Index
Index: MSCI World GR NZD
Category
Category: Equity Region World

Financial Year Total Returns

-- -- -- Oct-21
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 08 Oct 2021
Responsible Entity Milford Funds Limited
Fund Manager Milford Funds Limited
Base Currency $NZ
Net Assets $Mil
(as at --)
--
Minimum Investment $ 500,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 29 Nov 2021

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.0345
Exit Price $ 1.0345
Exit Price
1 Week Change $
-0.0009

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --