Fund Updates Archives - Milford Asset
In Focus: Diversified Income Fund

Philip Morgan Rees, 19 Mar 2021

Portfolio Managers Paul Morris and David Lewis provide an update on the Fund, including how it has performed and how…

In Focus: Active Growth Fund

Jonathan Windust, 05 Nov 2020

Portfolio Manager Jonathan Windust discusses how the Fund has performed, what actions we’ve taken in the portfolio recently and the…

In Focus: Diversified Income Fund

David Lewis, 22 Oct 2020

With financial markets recovering from the Covid-19 fallout, we thought it would be timely to sit down with David Lewis,…

In Focus: KiwiSaver Aggressive Fund

Stephen Johnston, 06 Oct 2020

Portfolio Manager Stephen Johnston talks about how the KiwiSaver Aggressive Fund performed during its first year and the outlook for…

Many Happy Returns for the Milford KiwiSaver Aggressive Fund

Murray Harris, 24 Sep 2020

August marked the first birthday of the Milford KiwiSaver Aggressive Fund. We are pleased to report that the Fund has…

Milford KiwiSaver Client Update – August 2020

Murray Harris, 05 Aug 2020

Hear from members of Milford’s team on tips for maximising your KiwiSaver and an update on how we’ve been managing…

In Focus: The Australian Absolute Growth Fund

William Curtayne, 05 Jun 2020

Since the spread of COVID-19 the Australian share market (ASX200) is down 19%, while the Milford Australian Absolute Growth Fund…

In Focus: The Global Equity Fund

Felix Fok, 06 May 2020

Portfolio Manager Felix Fok and Co-Manager Stephen Johnston discuss some of the standout global companies we’re investing in right now.

In Focus: The Active Growth Fund

Jonathan Windust, 20 Apr 2020

Portfolio Manager & Deputy CIO Jonathan Windust updates investors on how we’re managing the Active Growth Fund through COVID-19 and…