Investment Funds - Milford Asset

Our Investment Funds

Milford offers a suite of Investment Funds with differing risk and return profiles to suit your investment objectives. Each fund is actively managed by our experienced, award-winning investment team.

Why Milford Investment Funds?

Here are a few things that set us apart:

We take an active approach to investing. We constantly re-evaluate investments to achieve the best results for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.

We have proven expertise on our side. We have one of the largest and most globally experienced investment teams in New Zealand. Having this expertise applied to your savings can give you the edge you need to reach your retirement goals. Our strong performance is independently supported by our numerous awards; including INFINZ Equities Fund Manager five times, Morningstar KiwiSaver Fund Manager of the Year (2013, 2014, 2016, 2018 & 2019) and FundSource KiwiSaver Manager of the Year (2016, 2017 & 2018).

We always do detailed research. By personally researching our investments we can identify potential opportunities others may not see. We interact with hundreds of companies each year to assess where your money should and shouldn’t be.

We invest alongside our clients. Our investment experts and wider staff invest in Milford’s Funds. We are just as protective of your investments as we are of our own.

Your success is our success

Given the strong long-term returns we've helped to generate for our investors, it's no surprise we invest in our funds too.

Conservative Fund
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Diversified Income Fund
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Balanced Fund
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Active Growth Fund
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Australian Absolute Growth Fund – W Class
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Aggressive FundNew
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Cash Fund
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Trans-Tasman Bond Fund
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Global Corporate Bond Fund
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Global Equity Fund
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Trans-Tasman Equity Fund
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Dynamic Fund
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