Investor rights

We believe that all investors should be conferred the following seven Investor Rights. Consequently, all Milford clients can expect:

1.

The right to have someone you can trust looking after your money

Milford has brought together some of the country’s most experienced and respected investment experts, each with a track record for making quality financial decisions. Our investment team is committed to protecting and building the wealth of our clients.

2.

The right to know your investment manager will act in your best interests

Milford’s investment focus is on entities that we believe demonstrate the highest levels of corporate governance and a strong commitment to their stakeholders. And if we believe our standards are not being met, we will seek change or sell our shareholding in an effort to protect your investment in the process.

3.

The right to know where your money is being invested

Milford provides quarterly Fund updates which include details of a Fund’s performance and market performance. Milford also provides monthly online reports for your own investments.

4.

The right to know the value of your investment at any time

Milford investors are able to view the value of their investments, month end portfolio reports and a history of all their transactions at any time online.

5.

The right to your investment

Milford understands that this is your money.  Milford does not receive a fee if you sell or move your investments from us.

6.

The right to expect your investment manager to make decisions designed to protect and grow your investment

Milford constantly assesses factors that may affect the value of your investments. This includes proactively altering our investment strategy if our view of the market, a company’s management, or trading conditions change. Milford’s policy of seeking to protect investors’ capital means when we believe markets will fall significantly, we don’t expect our clients to simply weather the storm. Instead, we seek to preserve Investors capital.

7.

The right to fair and reasonable fees with a ‘pay for performance’ philosophy

Milford charges a capped management fee which varies depending on the type of investment Fund. The fee covers the normal operating costs associated with managing the Fund and for making investment decisions (including audit, supervisor, registry and legal fees). It excludes brokerage, underlying external fund manager fees and any performance fees. A performance fee is only charged if a Fund exceeds its stated investment target. Please refer to the Product Disclosure Statement for more details.

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