Dynamic Fund - Milford Asset
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)

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How much would you like to invest

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

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Managing the Dynamic Fund

William Curtayne Portfolio Manager
Michael Higgins Portfolio Manager

Dynamic Fund

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