Investment Objective
To provide capital growth* by outperforming the relevant share market index over the minimum recommended investment timeframe.
*After fees but before tax.
Investment Strategy
Primarily invests in international equities.
Investment Objective
To provide capital growth* by outperforming the relevant share market index over the minimum recommended investment timeframe.
*After fees but before tax.
Investment Strategy
Primarily invests in international equities.
How much would you like to invest
Get convenient and helpful digital advice on Milford Investment Funds.
Investing over $500,000? Take a look at our Wealth Management services or get convenient and helpful digital advice.
Stephen is Portfolio Manager of the Aggressive Funds (KiwiSaver and Investment Funds), the Milford Global Equity Fund, and the Global Opportunities Fund (New Zealand Wholesale and Australia). He has more than 20 years of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London-based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.
Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.
Get more information about investing in the Global Equity Fund
Ready to invest in the Global Equity Fund