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

If you would like to know more, please contact premier@milfordasset.com

or 0800 662 349:

 

Murray Harris

Murray Harris
Head of KiwiSaver, Premier & Wholesale
Email: mharris@milfordasset.com
Tel: 09 921 4732

1403742687AlThomson

Alastair Thomson
Head of South Island Clients
Email: athomson@milfordasset.com
Tel: 03 445 4308

1403743173CharlieDent

Charlie Dent
Premier Client Manager
Email: cdent@milfordasset.com
Tel: 09 921 4737

1403742687AlThomson

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

1403742687PatrickGrogan

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

Andrew MacKenzie

Andrew MacKenzie
Premier Client Manager (South Island)
Email: amackenzie@milfordasset.com
Tel: 03 443 4695

Michal Heggs

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

Milford Asset Management Limited                
Friday, April 21, 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 FundWMLAGF31/03/171.94200.000020/04/171.928921/04/171.93510.32%-0.36%
700101Milford Dynamic Wholesale FundWMLDNC31/03/171.59340.000020/04/171.575521/04/171.59050.95%-0.18%
700102Milford NZ Equities Wholesale FundWMLNZE31/03/172.21620.000020/04/172.212921/04/172.21640.16%0.01%
700103Milford Australian Equities WholesaleWMLAEQ31/03/171.24060.000020/04/171.236321/04/171.24560.75%0.40%
700104Milford Global Select Wholesale FundWMLGLB31/03/171.44170.000020/04/171.449721/04/171.45200.16%0.71%
700105Milford Income Wholesale FundWMLINC31/03/171.84940.000020/04/171.863321/04/171.8628-0.03%0.72%
700106Milford Trans-Tasman Bond Wholesale FundWMLTTB31/03/171.08700.000020/04/171.093221/04/171.0925-0.06%0.51%
700107Milford Global Bond Wholesale FundWMLGBF31/03/171.00810.000020/04/171.012821/04/171.01300.02%0.49%
700200Milford Retail Active Growth FundMILAGG31/03/172.98050.000020/04/172.958821/04/172.96820.32%-0.41%
700201Milford Retail Dynamic FundMILDNC31/03/171.47810.000020/04/171.460421/04/171.47420.94%-0.26%
700202Milford Retail Balanced FundMILBAL31/03/171.93380.000019/04/171.932320/04/171.93540.16%0.08%
700203Milford Retail Trans-Tasman FundMILTTA31/03/172.22050.000020/04/172.198521/04/172.21010.53%-0.47%
700204Milford Retail Global FundMILGLB31/03/171.33430.000019/04/171.323220/04/171.33040.54%-0.29%
700205Milford Retail Diversified Income FundMILINC31/03/171.60680.000020/04/171.617421/04/171.6170-0.02%0.63%
700206Milford Retail Conservative FundMILCON31/03/171.073419/04/170.007520/04/171.071821/04/171.0715-0.03%0.52%
700300Milford KiwiSaver Active GrowthMILKSA31/03/173.00720.000020/04/172.985321/04/172.99470.31%-0.42%
700301Milford KiwiSaver BalancedMILKSB31/03/171.96740.000019/04/171.965920/04/171.96920.17%0.09%
700302Milford KiwiSaver ConservativeMILKSC31/03/171.56520.000020/04/171.573821/04/171.5733-0.03%0.52%
700400Milford AON KiwisaverAONKSA31/03/173.01200.000020/04/172.990021/04/172.99950.32%-0.42%
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