Objective
To provide income and capital growth, while outperforming the relevant performance benchmark, over the minimum recommended investment timeframe.
After the Base Fund Fee but before tax.
Objective
To provide income and capital growth, while outperforming the relevant performance benchmark, over the minimum recommended investment timeframe.
After the Base Fund Fee but before tax.
To maximise capital growth over at least 8 years
A higher risk investment
Primarily invests in global equity income generating securities
Paul is Deputy Chief Investment Officer and Portfolio Manager of a number of Milford Funds. He joined Milford in February 2016, and has more than 25 years’ experience in global and Australasian financial markets. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010 where he was Head of Portfolio Strategy. Paul has a Master in Aeronautical Engineering from Queen’s University in Belfast.
Ryan is a Senior Analyst focused on global infrastructure, utilities and real estate assets. He works on the Global Real Assets Fund at Milford. Previously he spent eight years at RBC Global Asset Management and National Bank of Canada in Toronto managing North American equities, before working in Corporate M&A for six years at Whirlpool Corp and Insurance Australia Group.
Ryan is a CFA Charterholder and holds a Master of Commerce (Finance & Economics) from The University of Sydney in Australia, and a Bachelor of Business Administration (Finance) from Wilfrid Laurier University in Canada. Ryan is based in Sydney office.