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.
Our helpful tools for starting your investment journey
Get convenient and expert digital advice in ten minutes before joining.
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.
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
Get convenient and expert digital advice in ten minutes before joining.
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Replacement Product Disclosure Statements are available here or on the relevant scheme’s offer register entry at the NZ Companies Office
Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds