View PerformanceMilford Global Opportunities Wholesale Fund

Milford Global Opportunities 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

10 Years

To maximise capital growth over at least 10 years

Higher Risk

A higher risk investment

Equity Focused

Primarily invests in international equities, with a moderate allocation to Australasian equities

Managing the Milford Global Opportunities Wholesale Fund

Stephen Johnston Portfolio Manager
Jonathan Windust Portfolio Manager & Deputy CIO
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