What are Investment Funds?
What are Investment Funds?
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Milford offers a suite of Investment Funds with differing risk and return profiles to suit your investment objectives. Each fund is actively managed by our experienced, award-winning investment team.
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We take an active approach to investing. We constantly re-evaluate investments to achieve the best results for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.
We have proven expertise on our side. We have one of the largest and most globally experienced investment teams in New Zealand. Having this expertise applied to your savings can give you the edge you need to reach your investment goals. Our strong performance is independently supported by our numerous awards; including INFINZ Equities Fund Manager five times, Morningstar KiwiSaver Fund Manager of the Year (2013, 2014, 2016, 2018, 2019), Zenith FundSource Fund Manager of the Year (2019) and Morningstar Overall New Zealand Fund Manager of the Year (2021).
We always do detailed research. By personally researching our investments we can identify potential opportunities others may not see. We interact with hundreds of companies each year to assess where your money should and shouldn’t be.
We invest alongside our clients. Our investment experts and wider staff invest in Milford’s Funds. We are just as protective of your investments as we are of our own.
Milford has two ranges of actively managed Investment Funds. We provide a multi strategy fund range and a single strategy fund range. You can view these by clicking on the slider.
Given the strong long-term returns we’ve helped to generate for our investors, it’s no surprise we invest in our funds too.
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Replacement Product Disclosure Statements are available here or on the relevant scheme’s offer register entry at the NZ Companies Office
Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds