AMP Milford Active Growth Fund
Milford Active Growth Fund is a growth KiwiSaver fund managed by AMP. It has 3,136 members and holds $104 million. It opened in 2022.
Fees and returns
- Annual fee
- 1.49% of your balance each year
- Return over 1 year
- +7.2% a year
- Return over 3 years
- +9.2% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 48%, australasian equities 16%, international fixed interest 13%, new zealand fixed interest 8%.
Largest holdings
- Milford Active Growth Wholesale Fund No. 2 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +7.2% |
| 2024/25 | +4.5% |
| 2023/24 | +16.2% |
| 2022/23 | −2.2% |
About this fund
This is AMP's wrapper providing access to the Milford Active Growth Fund, managed by Milford. It is a diversified fund investing mainly in shares with a moderate fixed-interest allocation, with a stated objective of a 10% annual return (after fees, before tax) over at least seven years. Accessed through AMP's scheme, it has an annual fund charge of 1.49%.