One of New Zealand's best, now available in Australia
Having grown to be one of New Zealand’s most successful and awarded fund managers with more than A$22bn under management, we’re now available to support Australian investors and advisers in achieving outstanding investment outcomes.
Invested in Performance
When you invest with Milford you get a driven team with world-class expertise who actively manage your money, making insightful investment decisions on your behalf.
Milford had humble beginnings – established in a tiny office in Auckland New Zealand by a team of three passionate individuals in 2003. Milford celebrated its 20th anniversary in November 2023, with more than 180 employees who were joined by the remaining founders and key past employees.
Today, we have a significant presence on both sides of the Tasman, including a globally experienced investment team of 40+ who have earned a reputation for expertly managing risk while consistently delivering strong returns for investors.
What we offer
Discover our suite of expertly managed Funds with differing risk and return profiles to suit your investment objectives.
Australian Absolute Growth Fund (ASX:MFOA)
The Milford Australian Absolute Growth Fund invests in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash.
Recommended investment timeframe: 7 years +
Suitable for medium to high risk tolerance investors
The Milford Dynamic Small Companies Fund invests primarily in small to mid-cap listed or soon to be listed Australian equities.
Recommended investment timeframe: 8 years +
Suitable for high risk tolerance investors
The Milford Diversified Income Fund invests in a variety of income generating assets such as Australasian and global equity, fixed interest, property and infrastructure.
Recommended investment timeframe: 4 years +
Suitable for medium risk tolerance investors
Global Opportunities Fund
The Milford Global Opportunities Fund invests in global equity securities that are attractively valued.
Recommended investment timeframe: 8 years +
Suitable for high risk tolerance investors
Global Real Asset Fund
The Milford Global Real Asset Fund invests in global listed infrastructure, utility and real estate securities.
Recommended investment timeframe: 8 years +
Suitable for high risk tolerance investors
Investor Centre Highlights
Market Updates • Events • Funds Reports • Investment Masterclass
Stock Story: APi Group
APi Group is a global, market-leading industrial services provider headquartered in the US, and focused on non-discretionary, statutorily-mandated inspection, testing
Month in a Minute: November 2024
Santa likes election certainty
Milford funds continue to deliver strong returns, helped by the performance of underlying assets. Stock markets responded
5 quality stocks for an ASX small-cap revival
Join us for a fascinating deep dive into Milford’s Dynamic Small Companies Fund.
Portfolio Manager Michael Higgins talks with Ally Selby
The information in this website has been prepared and issued by Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253) (Milford Australia or we or us) in its capacity as investment manager of the Milford Australia Funds. The information contained in this website is for general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before you decide to invest or continue to invest in a Fund, you should consider the Fund’s Product Disclosure Statement (PDS) and Target Market Determination (TMD). You can get copies of the PDS and TMD from our website here or by calling 1800 161 310.
Please note past investment performance is not a reliable indicator of future investment performance and no guarantee of performance, the return of capital or a particular rate of return is provided. Whilst we believe the material in this website is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which can’t be excluded.
