Investment Objective
The Milford KiwiSaver Cash Fund’s objective targets a return* above the New Zealand Official Cash Rate.
Investment Strategy
Invests in cash, short-dated debt securities and term deposits.
*After fees but before tax.
Investment Objective
The Milford KiwiSaver Cash Fund’s objective targets a return* above the New Zealand Official Cash Rate.
Investment Strategy
Invests in cash, short-dated debt securities and term deposits.
*After fees but before tax.
Katlyn is an Investment Analyst and Portfolio Manager of the Milford Cash Funds. Her primary role is to conduct fixed income research, focused on corporate bond markets.
Katlyn joined Milford in September 2015 after relocating to New Zealand from Ireland, initially as a Private Wealth Associate and most recently as an Authorised Financial Adviser. Prior to joining Milford, she was employed by Davy Stockbrokers in Dublin.
Katlyn graduated with a first class honours degree in Actuarial Mathematics from Dublin City University (DCU) and is a CFA Charterholder.
Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments. He is also the Co-Portfolio Manager of the Trans-Tasman Bond Fund & the Global Corporate Bond Funds.
Prior to joining Milford, Ian worked at ANZ Bank New Zealand, most recently in the Specialised Finance team originating, structuring and executing leveraged transactions. Before returning to New Zealand in 2014, Ian spent seven years at a UK fund manager as a Credit Analyst investing in European and US leveraged loans and high yield bonds.
He has also worked on advisory, restructuring and formal insolvency appointments at PricewaterhouseCoopers in Auckland and London. Ian has a Bachelor of Commerce (Hons) majoring in Finance from the University of Auckland.
Brad joined Milford in 2014 as a Business Analyst within the Operations team, responsible for the set-up of Milford’s Charles River trading system. Following successful system implementation, Brad moved to the Investment team, where he has responsibility for trade execution on the Central Dealing Desk. Prior to joining Milford, Brad was a Business Analyst at Standard Chartered Bank. Brad has a Bachelor of Commerce and Bachelor of Civil Engineering from the University of Canterbury.
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