View Performance Milford Global Select Wholesale Fund Milford Global Select Wholesale Fund
Fund Overview
The Milford Aggressive Fund is an actively managed equity fund investing primarily in international shares with a moderate allocation to Australasian shares. The Fund is a higher risk investment and typically fully invested in share markets with the aim of maximising the Fund’s growth potential.
Investment Objective :To maximise capital growth over a minimum 10-year time horizon.
Investment Strategy: The Fund invests primarily in international shares, with a moderate allocation to Australasian shares. The Fund’s foreign currency exposure is actively managed, with the neutral currency exposure being 24.5%. This can be increased or decreased depending on market conditions. The Fund is typically fully invested but can invest in cash up to a up to a maximum level of 30%.
This fund is for investors seeking
8 Years +
To maximise capital growth over at least 8 years
Higher Risk
A higher risk investment
Equity Focused
Primarily invests in international equities
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Managing the Milford Global Select Wholesale Fund
Stephen Johnston Head of Thematic Investing
Andrew Curtayne Senior Analyst
Milford Global Select Wholesale Fund
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