Curious about our new funds? - Milford Asset

Curious about our new funds?

We are pleased to announce the launch of three new Investment Funds. These new funds will give our clients the opportunity to access our growing expertise and success in the Australian market as well as fixed interest securities. Please see details of each new Fund below.

Milford Australian Absolute Growth Fund

This Fund is modelled off our highly successful flagship Active Growth Fund with a particular focus on the Australian market. Our Sydney based team allows us to gain significant insights on the ground in Australia.

The Fund targets absolute returns with an annualised return objective of 5% above the NZ OCR, while seeking to protect investor capital in times of higher uncertainty.

Suitable for investors seeking exposure to Australian equities complemented by selective exposure to international equities, fixed interest securities and cash.

View Fund

Milford Trans-Tasman Bond Fund

The Trans-Tasman Bond Fund helps to round out the available range of lower risk, income producing funds for our clients.

The Fund aims to provide positive low volatility returns over at least 3 years.
Investors in this Fund will gain exposure to primarily trans-Tasman fixed interest securities.

Suitable for investors seeking quarterly income from a lower risk investment.

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Milford Global Bond Fund

This Global Bond Fund further broadens our available range of lower risk, income producing funds for our clients.

The Fund aims to protect capital and generate a positive return over at least 3 years.
Investors in this Fund will gain exposure to primarily global fixed interest securities.

Suitable for investors seeking quarterly income from a lower risk investment.

View Fund

For further information, please contact us on 0800 662 345 or info@milfordasset.com.

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