View PerformanceMilford Global Real Asset Wholesale Fund

Milford Global Real Asset 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 Real Asset Wholesale Fund

Stephen Johnston Portfolio Manager
Jonathan Windust Portfolio Manager & Deputy CIO
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