This Fund is for investors seeking:
For Investor use only
• A fund modelled on Milford’s flagship Active Growth Fund
• An absolute return investment strategy
• A target return of the RBA cash rate + 5% p.a.
• To preserve capital over rolling 3 year periods
• Diversified exposure to primarily Australasian equities complemented by selective exposure to international equities and cash
• A medium to high risk investmentFund Introduction Monthly Fact Sheet TMD
William Curtayne, Portfolio Manager
William joined Milford in 2010 and is primarily based in Auckland after working in Milford’s Sydney office from its establishment in 2014 before returning to Auckland in 2021.
William focuses mainly on Australian equities as 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.
Wayne Gentle, Chief Investment Officer & Executive Director
Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Trans-Tasman Equity and Australian Absolute Growth Funds. He has over 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.
Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.
Jason Kururangi, Senior Analyst
Jason is a Portfolio Manager based in our Sydney office. He is the Portfolio Manager of the Australian Equities Wholesale Fund and Co-Portfolio Manager of the Australian Absolute Growth Funds. Prior to joining Milford in October 2020, Jason spent 8 years as a Portfolio Manager and Investment Analyst at Aberdeen Standard Investments focused primarily on the Australian market. During his career, Jason has covered many sectors including real estate, banks, diversified financials, resources, information technology and healthcare. Jason holds a Bachelor of Engineering (Hons) from the University of Auckland, a MA in Land Economy from the University of Cambridge, and is currently undertaking an Executive MBA from the University of Cambridge. He is also a CFA Charterholder.