Our Investment Approach - Milford Asset

Our approach

Our overarching aim is to grow your wealth over time. We are a fund manager with the talent and skill to deliver on investors' objectives through our range of diversified investment solutions.

Our active management approach:

As markets change, we constantly re-evaluate our investments to achieve the best outcomes.

We strive to protect investors’ capital in less favourable markets.

We interact with hundreds of companies each year to assess where your money should and shouldn’t be invested.

We research investments to identify potential opportunities others may not see.

Responsible Investing

Milford is a strong advocate on your behalf, particularly in terms of corporate governance of the entities we invest in as well as environmental and social factors.

As part of our commitment to responsible investing, Milford is a signatory to the United Nations Principles for Responsible Investment and a member of the Responsible Investment Association Australasia.

We have adopted multiple approaches to integrate consideration of environmental, social, and governance (ESG) factors into our investment process:

Exclusions

Across all Milford funds, including our KiwiSaver funds, we will not directly invest in companies involved in the following activities:

• Production or sale of anti-personnel land mines that are not compliant with the Anti-Personnel Mines Prohibition Act 1998;
• Production, design, testing, assembly, or refurbishment of nuclear explosive devices
• Production or development of cluster munitions
• Processing of whale meat
• Manufacture of tobacco
• Manufacture of recreational cannabis products

Click here to view our current Exclusion List.

To the extent it is feasible and commercially prudent, we will avoid indirect investment in companies on the Exclusion List (i.e. through ETFs or other collective investment vehicles). These types of investments are assessed on a case-by-case basis by our portfolio managers and any potential for indirect exposure is carefully considered and factored into investment selection.

Integration


The inclusion of ESG factors in the investment decision making process.

Engagement


As a partial owner of the companies we invest in, we engage with companies regarding important ESG issues.

Proxy Voting


We are an advocate for strong corporate governance, shareholder rights, and transparency. We endeavour to exercise our proxy voting rights wherever possible and in a manner which reflects an understanding of the environmental, social, and governance impact of our investee companies.

For further information on Milford’s approach to responsible investing, please see our Responsible Investment Policy.

Outside of investing, we are committed to making a positive social impact within the New Zealand community through our diverse sponsorship program. You can view more information about our various community partners on our sponsorship page.

 

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Your rights as an investor

At Milford, we believe in a set of seven Investor Rights.

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Our Funds

View our diversified range of funds.

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