[youtube]https://www.youtube.com/watch?v=cwfHOJMrelY[/youtube]
Portfolio Manager Jonathan Windust notes the Fund was up 1.1% this month, and since inception 12.2% per annum. Jonathan also discusses the drivers of this performance and the fixed income investment outlook.
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.