Portfolio Manager Jonathan Windust notes the Fund was up 1.2% this month, and 10.4% per annum since inception. Jonathan also discusses the fixed interest market outlook and portfolio rationale.
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 Video – September 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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