In Focus: Diversified Income Fund - Milford Asset

In Focus: Diversified Income Fund

David Lewis

Portfolio Manager & Deputy CIO

David is Deputy Chief Investment Officer and is the Portfolio Manager of the Milford Diversified Income Fund. He is also the Co-Manager of the Milford Trans-Tasman Bond & Global Corporate Bond Funds. David joined Milford in 2013 from Merrill Lynch where he worked in Sydney and London for eight years in a variety of areas including credit research, emerging market research, and principal investments in high yield/distressed credit. Prior to this, David spent four years as a fixed income analyst at BT Funds Management and Principal Global Investors, based in Sydney and London. David has a Bachelor of Commerce in Economics from the University of Canterbury, a Master of Commerce in Finance from the University of Sydney, and is a CFA Charterholder.

With financial markets recovering from the Covid-19 fallout, we thought it would be timely to sit down with David Lewis, Portfolio Manager of the Diversified Income Fund and look at the Fund’s objective, how it performed through the pandemic and the outlook for the future.

Disclaimer: The material contained herein is based on information believed to be accurate and reliable although no guarantee can be given that this is the case. This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Before making any financial decisions, you may wish to seek independent financial advice.