View PerformanceDiversified Income Fund

Diversified Income Fund

Fund Overview

Investment Objective
The Milford Diversified Income Fund targets a income and capital growth* over the minimum recommended investment timeframe.

Investment Strategy
Diversified fund that primarily invests in fixed interest and equity income-generating securities.

*After the base fund fee but before tax and before the performance fee (if applicable).

This fund is for investors seeking

Capital growth over at least 4 years

A medium risk investment

Diversified exposure to primarily fixed interest securities and equity income-generating securities

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How much would you like to invest

You are investing $70K Private Wealth Account

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Managing the Diversified Income Fund

Paul Morris Portfolio Manager & Deputy CIO
Daniel Simmonds Portfolio Manager

Diversified Income Fund

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