Join an Investment Fund

to invest like an expert

$1,000 & you're in

Investment Funds make it easy to become an investor. You get the benefits of a professionally managed portfolio, without having to do all the detailed work yourself.

What are Investment Funds?

Our helpful tools for starting your investment journey

Milford Investment Fund Videos icon
Watch our series of Investment Fund videos
Milford Investment Fund Digital Advisor icon
Learn about Digital Advice
Milford Investment Fund Digital Advisor tool icon
Try our new Digital Advice Tool
Milford Investment Funds Guide icon
Read our helpful guide to Investment Funds

Ready to invest?

Want help choosing your fund?

Get convenient and expert digital advice in ten minutes before joining.

Investing over $500,000?

Take a look at our Private Wealth Services

Our Investment Funds

Milford has two ranges of actively managed Investment Funds. We provide a multi strategy fund range and a single strategy fund range. You can view these by clicking on the slider.

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Illustrative Risk Level
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Our Risk Levels are 1 (lower potential risk) to 7 (higher potential risk) in alignment with our Product Disclosure Statement.

Join an Investment Fund

to invest with confidence

Technology

Our focus on technology gives you the tools and advice at your fingertips. Our forecasting tools help you be clear about your goals and how you will get there, while our Milford mobile app and online portal gives you full visibility over your money.

Client satisfaction

We’ve won Consumer NZ People’s Choice award for customer satisfaction four years in a row, covering key factors such as investment performance, client service and client ommunications. When you call us, you speak with real people in our Investment Services team, something we pride ourselves on to support you as best we can.

Global expertise

We have one of the largest and most globally experienced investment teams in New Zealand with an impressive track record. We recently were named Morningstar Overall New Zealand Fund Manager of the Year.

A team who invests alongside their clients

It’s our policy that our staff invest their own money in the same funds as our clients, so you can be certain our team is highly motivated to have your funds do the best that they can because we’re on the same journey.

Active fund management

We take a hands-on approach to investing, constantly re-evaluating investments pursuing the best returns possible for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.

In-depth research & insights

We conduct rigorous reviews and detailed financial analyses of the companies we invest in. This helps us identify potential opportunities others may not see and have a greater understanding of where your money should be.

Choose an Investment Fund that works for you

Watch how our Digital Advice Tool works

What are Investment Funds?

Ready to invest?

Want help choosing your fund?

Get convenient and expert digital advice in ten minutes before joining.

Investing over $500,000?

Take a look at our Private Wealth Services