View PerformanceDiversified Income Fund

Diversified Income Fund

Fund Overview

Investment Objective
To provide income and capital growth* over the minimum recommended investment timeframe.
*After the base fund fee but before tax and before the performance fee (if applicable).

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

Ratings & Certifications
RIAA Certification

Milford Diversified Income Fund has been certified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details.

Disclaimer: The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. Certifications are current for 24 months and subject to change at any time.

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

Would you like some help selecting your investment fund?

How much would you like to invest

$1K
$50K
$100K
$500K+
You are investing $70K Wealth Management Account

Get convenient and helpful digital advice on Milford Investment Funds.

Investing over $500,000? Take a look at our Wealth Management services or get convenient and helpful digital advice.

Managing the Diversified Income Fund

Paul Morris Portfolio Manager & Deputy CIO
Anthony Ip Portfolio Manager

Diversified Income Fund

Get more information about investing in the Diversified Income Fund

Ready to invest in the Diversified Income Fund