One of New Zealand's best, now available in Australia
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.
Today, we have a significant presence on both sides of the Tasman. With over 180 staff, 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
Reflecting on the Year: Revisiting the Pulse of the US Consumer
Upon returning from the US last year (Read Previous Blog Here), one of the themes I had experienced was the
Monday Market Highlights: 27 November 2023
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the RBA’s policy decision to increase the cash rate
Monday Market Highlights: 20 November 2023
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses the US CPI data print which came in
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.
