Active Growth Fund - Milford Asset

Active Growth Fund

Since inception return

1 year return

Risk Profile

Lower risk Higher risk

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Potentially
lower returns
Potentially
higher returns

Target Income / Growth Assets

-%/-%

Base Fund Fee
(estimated)

-%

Plus performance fee

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This Fund is for investors seeking:

• Please note this Fund is closed to new investors

• Annual returns of 10% over at least 5 years

• A medium to high risk investment

• Diversified exposure to primarily equities and moderate allocation to fixed interest securities

Quarterly Fund Update Monthly Fact Sheet

Jonathan Windust, Portfolio Manager & Deputy CIO

Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Unit Trust & KiwiSaver) and Co-Manager of the KiwiSaver Aggressive Fund. Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.

William Curtayne, Portfolio Manager

William joined Milford in 2010 and has been working from Milford’s Sydney office since its establishment in 2014.

William is the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund.

William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.

William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.

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