Dynamic Fund (Closed to new investment)
Since inception return
1 year return
Risk Profile
Lower risk Higher risk
1
2
3
4
5
6
7
Potentially
lower returns Potentially
higher returns
Target Income / Growth Assets
-%/-%
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)
Quarterly Fund Update Monthly Fact SheetWilliam 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.
Michael Higgins, Portfolio Manager
Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. 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.