Milford

Find out more about Milford's Premier Client Service

Talk to a Client Manager

Premier service

For clients with more than $300,000 to invest, we offer a one-to-one ‘information only’ service for our Unit Trust PIE Funds. Premier Service clients are appointed a relationship manager who is available to discuss Milford’s market views and specific elements of your investment. Premier Service features include:

  • A dedicated Milford relationship manager
  • Monthly Unit Trust PIE Fund Review
  • Online monthly reporting
  • Year-end reporting
  • No additional fee for this service

TALK TO A CLIENT MANAGER

Alternatively, please contact premier@milfordasset.com

or 0800 662 349:

 

Charlie Dent

Charlie Dent
Head of Premier Client Services
Email: cdent@milfordasset.com
Tel: 09 921 4737

Andrew MacKenzie

Andrew MacKenzie
Head of South Island
Email: amackenzie@milfordasset.com
Tel: 03 443 4695

Alastair Thomson

Alastair Thomson
Premier Client Manager (South Island)
Email: athomson@milfordasset.com
Tel: 03 445 4308

Nicky Reid

Nicky Reid
Premier Client Manager
Email: nreid@milfordasset.com
Tel: 09 921 4769

Patrick Grogan

Patrick Grogan
Premier Client Manager
Email: pgrogan@milfordasset.com
Tel: 09 921 4762

Michal Heggs

Michal Heggs
Premier Client Associate
Email: mheggs@milfordasset.com
Tel: 09 921 4741

Milford Asset Management Limited                
Wednesday, May 24, 2017
MTD PERFORMANCE FIGURES
PORTFOLIOFUND NAMEHIPORT CODEPREVIOUS MONTH END DATEPREVIOUS MONTH END UNIT PRICEDistribution DateDISTRIBUTIONS IN PERIOD (DOLLARS PER UNIT)PREVIOUS UNIT PRICE DATEPREVIOUS UNIT PRICECURRENT UNIT PRICE DATECURRENT UNIT PRICE% DAY MOVEMENT IN UNIT PRICE% MTD MOVEMENT IN UNIT PRICE
700100Milford Active Growth Wholesale FundWMLAGF28/04/171.96180.000023/05/171.981624/05/171.98800.32%1.34%
700101Milford Dynamic Wholesale FundWMLDNC28/04/171.60470.000023/05/171.619524/05/171.62990.64%1.57%
700102Milford NZ Equities Wholesale FundWMLNZE28/04/172.27610.000023/05/172.292224/05/172.30750.67%1.38%
700103Milford Australian Equities WholesaleWMLAEQ28/04/171.26310.000023/05/171.250524/05/171.25270.18%-0.82%
700104Milford Global Select Wholesale FundWMLGLB28/04/171.50480.000023/05/171.510424/05/171.51660.41%0.78%
700105Milford Income Wholesale FundWMLINC28/04/171.87480.000023/05/171.891724/05/171.89640.25%1.15%
700106Milford Trans-Tasman Bond Wholesale FundWMLTTB28/04/171.09300.000023/05/171.100624/05/171.1001-0.05%0.65%
700107Milford Global Bond Wholesale FundWMLGBF28/04/171.01880.000023/05/171.024824/05/171.02520.04%0.63%
700200Milford Retail Active Growth FundMILAGG28/04/173.00750.000023/05/173.034224/05/173.04250.27%1.16%
700201Milford Retail Dynamic FundMILDNC28/04/171.48690.000023/05/171.499324/05/171.50880.63%1.47%
700202Milford Retail Balanced FundMILBAL28/04/171.96280.000022/05/171.979223/05/171.9781-0.06%0.78%
700203Milford Retail Trans-Tasman FundMILTTA28/04/172.26740.000023/05/172.244024/05/172.25100.31%-0.72%
700204Milford Retail Global FundMILGLB28/04/171.36250.000022/05/171.374823/05/171.3732-0.12%0.79%
700205Milford Retail Diversified Income FundMILINC28/04/171.626122/05/170.016023/05/171.623024/05/171.62650.22%1.01%
700206Milford Retail Conservative FundMILCON28/04/171.07620.000023/05/171.083724/05/171.08440.06%0.76%
700300Milford KiwiSaver Active GrowthMILKSA28/04/173.03420.000023/05/173.061224/05/173.06950.27%1.16%
700301Milford KiwiSaver BalancedMILKSB28/04/171.99750.000022/05/172.014723/05/172.0135-0.06%0.80%
700302Milford KiwiSaver ConservativeMILKSC28/04/171.58010.000023/05/171.591024/05/171.59210.07%0.76%
700400Milford AON KiwisaverAONKSA28/04/173.03930.000023/05/173.066224/05/173.07450.27%1.16%
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