A team who invests alongside their clients
It’s our policy that our staff invest their own money in the same funds as our clients, so you can be certain our team is highly motivated to have your funds do the best that they can because we’re on the same journey.
Active fund management
We take a hands-on approach to investing, constantly re-evaluating investments pursuing the best returns possible for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.
Global expertise
We have a large and globally experienced investment team with an impressive track record. We recently were named Morningstar Overall New Zealand Fund Manager of the Year.
In-depth research & insights
In-depth research is the foundation upon which this is built. From top-down macro economic insights to bottom-up company research, our 40-strong investment team leaves no stone unturned.
From Cash to Aggressive, we’ve got a fund to suit every risk profile. What’s the right Milford KiwiSaver Fund to match your investment objectives? Find out where each one sits from a risk and return perspective.
Milford has two ranges of actively managed Investment Funds. We provide a multi strategy fund range and a single strategy fund range. You can view these by clicking on the slider.
Our head office is in Auckland and we also have teams in Cambridge, Tauranga, Wellington, Wanaka and Christchurch.
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Replacement Product Disclosure Statements are available here or on the relevant scheme’s offer register entry at the NZ Companies Office
Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds
