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MFOAMilford / EQT · Equity - Australia Strategy · Equity · Australia

Milford Australian Absolute Growth Complex ETF

Fee p.a.
0.90%
ASX report
Fund size
A$18m
12m flow A$-3.3m
Yield
14.4%
2 payments / yr
Volatility 3y
13.8%
annualised
Max DD 3y
−12.4%
all-time −12.4%
Listed
2023
16 Jan 2023 · spread 0.21%

Growth of $10,000

Since listing, distributions reinvested
$10k$11k$11k$12k$12k$13k2023202420252026
$10,000 at listing$12,147 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.2%
1.7%
3 months
1.7%
6 months
−0.4%
Year to date
2.5%
1 year
3.6%
3.0%
3 years p.a.
4.8%
3.9%
5 years p.a.
10 years p.a.
Since listing p.a.
5.7%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.05Vol 1y 20.3%Vol 5y 13.0%Max DD 1y −12.4%Max DD 5y −12.4%Best year 9.5%50% positive years

Calendar-year returns

2024
−1.8%
2025
9.5%
2026
2.5%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Betashares Climate Change Innovation ETF
0.65%
0.37
Vanguard Diversified High Growth Index ETF
0.27%
0.36
Vanguard Diversified Growth Index ETF
0.27%
0.36
Betashares FTSE RAFI Australia 200 ETF
0.40%
0.36
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
0.23%
0.36
Betashares Geared Australian Equities Complex ETF
0.78%
0.36
Betashares Diversified All Growth ETF
0.19%
0.35
SPDR S&P/ASX 200 ETF
0.05%
0.35
Vanguard Australian Shares Index ETF
0.07%
0.35
Betashares Australia 200 ETF
0.04%
0.35
Compare MFOA with these →