Global Equity Fund - Milford Asset

Global Equity Fund

Since inception return

1 year return

Risk Profile

Lower risk Higher risk

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lower returns
higher returns

Target Income / Growth Assets


Base Fund Fee


Plus performance fee

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This Fund is for investors seeking:

• Capital growth over at least 8 years

• A higher risk investment

• Exposure to primarily international equities

Quarterly Fund Update Monthly Fact Sheet
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.

Alexander Whight, Portfolio Manager

Alexander is a Portfolio Manager in the Global Equities team. Prior to joining Milford in 2020, Alexander was a Portfolio Manager and foundational member of the global equities team at AustralianSuper, which managed >$10bn invested in international shares. Alexander also spent 5 years at J.P. Morgan Cazenove in London covering European Industrial stocks, and began his investment career in Sydney in 2004 with Tyndall Investment Management.

He holds a Bachelor of Commerce degree from The University of Sydney and a Master’s in Applied Finance & Investment from the Financial Services Institute of Australasia.

Alexander is based in Milford’s Sydney office.

Stephen Johnston, Portfolio Manager

Stephen is the Portfolio Manager of the Aggressive Funds (KiwiSaver and Investment Funds) and Co-Manager of the Milford Global Equity Fund. He has over 20 years 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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