Milford Balanced Fund
23683
Milford Balanced Fund 23683 Strategy
The Fund is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities. It can short-sell securities and use derivative products.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: December 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,108.60 | 16.20 | 0.18% |
| CAC 40 | 8,069.17 | 6.59 | 0.08% |
| DAX 40 | 24,560.98 | 142.14 | -0.58% |
| Dow JONES (US) | 48,759.23 | 270.64 | 0.56% |
| FTSE 100 | 10,138.09 | 11.31 | 0.11% |
| HKSE | 26,585.06 | 97.55 | 0.37% |
| NASDAQ | 23,014.44 | 60.12 | 0.26% |
| Nikkei 225 | 52,774.64 | 216.46 | -0.41% |
| NZX 50 Index | 13,417.17 | 156.76 | -1.15% |
| S&P 500 | 6,825.98 | 29.12 | 0.43% |
| S&P/ASX 200 | 8,782.90 | 14.00 | 0.16% |
| SSE Composite Index | 4,116.94 | 3.29 | 0.08% |