Global Equity Fund - Milford Asset

Global Equity 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 medium to high risk investment

• Exposure to primarily international equities

• Please note that changes will be occurring to this Fund from 1 October 2018. View changes.

Felix Fok, Portfolio Manager

Felix is the Portfolio Manager of the Milford Global Equity Fund. He has a wide range of investment experience across global financial markets. Prior to joining Milford in October 2012, Felix was a partner at equity research firm Ji Asia in Hong Kong, an associate of French bank Societe Generale, covering China focused medium sized companies across multiple sectors. Felix began his career in London in 2004 with The Black Ant Group as an analyst, and later Junior Portfolio Manager, and helped manage a long/short global mandate that invested across the capital spectrum. He holds a Master of Arts from the University of Cambridge, where he studied chemical engineering. Felix is also a CFA Charterholder.

Stephen Johnston, Portfolio Manager

Stephen is the Co-Manager of the Milford Global Equity Fund. He has a wide range of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.

Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

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