Portfolio Manager Jonathan Windust notes the 11.7% p.a. annualised return of the Fund to date. Jonathan discusses the risk the Fund takes at an investment holdings level and the outlook for the Fund.
The Milford Income Fund aims to generate above what investors could expect from a bank rate of return, as well as a capital growth component. The Fund achieves this by investment in a diversified portfolio of fixed interest and high dividend paying share holdings.
Milford Income Fund – December 2012
Disclaimer: 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. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.
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