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 take advantage of investment opportunities as they arise and seek to minimise downside risk when markets are less favourable.

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.

Sustainable Investing:

At Milford, we consider ourselves owners of much more than a company’s financial statements. We are investors in the management, the buildings, the employees, the culture and the brand. To make the right investment decision, we must consider the whole.

The Milford investment team have always looked for the best companies. It is clear to us the best companies are those committed to sustainable practices and are the companies that, over time, will deliver better operational outcomes, stronger financial performance and ultimately, higher shareholder returns.

If we decide a company is not operating in a sustainable way, we affect positive change by engaging with management and holding boards to account. By using our influence as active managers to improve the sustainability of the business model, we know we are also increasing a company’s potential to achieve long-term financial success.

As a public demonstration of our commitment to responsible investing, Milford became both a signatory to the United Nations Principles for Responsible Investment (UNPRI) and a member of the Responsible Investment Association Australasia (RIAA), in February 2018.

Responsible Investing

For more information please visit our Sustainable Investing page

View our investment process


Your rights as an investor

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


Our Funds

View our diversified range of funds.

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