We invest alongside you
Our employees invest their own money in the same Milford Funds as you. So you can take comfort in knowing we are on the journey with you and we are motivated to see you do well.
About us
Milford is a specialist investment firm who invest in New Zealand, its businesses and its people, and are ready to work for you.
Kiwi-owned, staff-owned
We’re dedicated to growing the wealth of investors and the overall prosperity of the New Zealand economy.
We’re also a majority Kiwi-owned company and our employees are owners in the business too.
We’re also a majority Kiwi-owned company and our employees are owners in the business too.
Transparent
At Milford, we understand that transparency is important because it’s your money – the funds belong to you, so you should fully understand where your money is invested, why it’s invested there and most importantly, how it’s performing. That’s why our clients have access to a dedicated client portal and app so that they can track where their money is invested and how it is performing at all times.
Active investment strategy
We adopt an active and flexible approach to investing, using a wide range of strategies to take advantage of changing market conditions.
Our approach to Sustainable Investment
We have always considered ESG
As active managers, we have always undertaken detailed analysis to find the best companies, including Environmental, Social, and Governance (ESG). This work is at the core of our investment decision making process and we analyse the ESG credentials of every company we invest in.
We play our part through engaging
We believe we can make the biggest impact through engaging with the companies we invest in to push them to become more sustainable. Sustainability is a team sport: we will not reach our sustainability goals unless all firms transition to a more sustainable future.
If they won't engage, we won't invest
We don't invest in companies that ignore sustainability risks and are not working towards a more sustainable future. If a company will not engage where we have identified a need to change, we will not invest.
Your local global investment partner
When it comes to achieving your investment goals, Milford's locally based, globally experienced investment team gives you direct access to international opportunities.
We have offices throughout New Zealand and Australia. Find an office near you.
We have offices throughout New Zealand and Australia. Find an office near you.
Independently recognised for delivering superior performance and service:
Investing in Future Generations
The Milford Foundation aims to help strengthen the future of the communities within Aotearoa, New Zealand by leveraging Milford's financial resources, investment expertise and commercial discipline.