Dynamic Fund - Milford Asset

Dynamic Fund

Since inception return

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p.a. as at -

Returns since - after fees and before tax

1 year return

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As at -

After fees and before tax

Risk Profile

Lower risk Higher risk

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Potentially
lower returns
Potentially
higher returns

Target Income / Growth Assets

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Base Fund Fee
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Plus performance fee

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This Fund is for investors seeking:

• Capital growth over at least 5 years

• A higher risk investment

• Exposure to primarily small to mid-cap Australasian equities with a focus on out-performing the S&P/ASX Small Industrials Index (100% NZD-hedged)

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 has managed the Milford Dynamic Fund since 2011. 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.

Michael Higgins, Portfolio Manager

Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Fund. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.

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