Milford Asset Management | Investment Specialists

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The Milford Foundation has been borne out of a desire to make a significant positive impact for our communities and to help build a stronger New Zealand. With just under $1m granted since launching in May 2021, we are committed to investing in a sustainable future for generations to prosper.

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Investing for your retirement with KiwiSaver?

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Investing over $500,000?

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Investing in future generations

Learn how the Milford Foundation is delivering meaningful impact to the communities of Aotearoa, New Zealand.

What our customers say

Milford have taken me on a journey. It’s a strong partnership. I would absolutely recommend Milford to a friend, a family member.

Being able to view what’s happening with my KiwiSaver investment on the go is super handy. Super easy to switch just do the process online.

We chose Milford as our investment partner because they’ve got a team of professionals who invest amongst a huge portfolio, in a really savvy way. We want a good return and so far we have.

We’re getting an end-to-end investment service which gives us peace of mind. We get the returns that we want and that really does it for us.

Here's our story

Where we began, why we began, and how we’ve grown.

We practise what we preach

Given the strong long-term returns of our funds, it’s no surprise we choose to invest in them too.

How do we perform?

Our local yet globally experienced team of investment specialists and client servicing teams are committed to performance. See our funds and the strong long-term returns we’re achieving below.

Performance Summary

The Funds

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LONSEC DISCLAIMER: The rating issued to Milford Australian Absolute Growth Fund in 08/2020 & issued to Milford Dynamic Fund (AU) in 10/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

ZENITH DISCLAIMER: The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned to Milford Australian Absolute Growth Fund in June/2020 & assigned to Milford Dynamic Fund (AU) in February/2021) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

MILFORD DISCLAIMER: Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund & the Milford Dynamic Fund (AU). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253) has prepared this advertisement as investment manager of the Milford Australian Absolute Growth Fund & the Milford Dynamic Fund (AU). The Product Disclosure Statements for the Milford Australian Absolute Growth Fund & the Milford Dynamic Fund (AU) are available here. The Milford Australian Absolute Growth Fund & the Milford Dynamic Fund (AU)’s Target Market Determinations are available here. The Target Market Determination is a document describing who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed. Past performance is not a reliable indicator of future performance.

ZENITH AWARDS DISCLAIMER: The Zenith Fund Awards were issued on 30 October 2020 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person, including target markets of financial products, where applicable. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.