View PerformanceDynamic Fund

Dynamic Fund

(Closed to new investment)

Fund Overview

Investment Objective
The Milford Dynamic Fund targets a capital growth* by out-performing the relevant share market index over the minimum recommended investment timeframe.

Investment Strategy
Primarily invests in small to mid-cap Australasian equities.

*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 8 years

A higher risk investment

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

Would you like some help selecting your investment fund?

How much would you like to invest

You are investing $70K Private Wealth Account

Get convenient and helpful digital advice on Milford Investment Funds.

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

Managing the Dynamic Fund

William Curtayne Portfolio Manager
Michael Higgins Portfolio Manager

Dynamic Fund

Get more information about investing in the Dynamic Fund

Ready to invest in the Dynamic Fund