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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.

We invest alongside you

Active approach to investing

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Global investment expertise, research, analysis & insights

Award-winning

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 with significant staff ownership.
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.
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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.
Our approach to Sustainable Investment
We always consider ESG

We undertake in depth analysis of the Environmental, Social and Governance (ESG) credentials of every company we invest in.

We play our part through engaging

We believe we can make the biggest impact by engaging with companies to address sustainability issues and drive positive change.

We do not invest in companies that fail to meet our standards

Companies that do not meet our minimum standard of sustainable practices are added to our exclusion list.

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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.
Milford Offices

Independently recognised for delivering superior performance and service:

Milford - Winner of Consumer People’s Choice - KiwiSaver Plan
Consumer NZ People’s Choice
Canstar Provider of the Year Award – KiwiSaver
Morningstar Fund Manager of the Year (NZ)
Canstar Outstanding Value – KiwiSaver
INFINZ NZ Equity Manager of the Year
FundSource KiwiSaver Manager of the Year
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.
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Which one are you?

Investing for your retirement with KiwiSaver?

Our award-winning plan could be just what you need.
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Looking for investment funds?

View our suite of funds.
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Learn more about our Funds

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KiwiSaver Plan Brochure

Investment Funds Brochure

Private Wealth Brochure

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2023 © Milford Asset Management Limited Privacy Policy Terms & Conditions Disclosure Statement

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

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