Adviser Solutions
Discover our range of adviser solutions and put our world-class investment team to work on your portfolio today.
Invested in expertise, performance and trust
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.
The information in this video is general in nature and does not take into account your personal circumstances, financial needs or objectives. You should consider the appropriateness of the product, having regard to your particular circumstances, seek independent financial advice and read the Product Disclosure Statement (PDS) and the Fund’s Target Market Determination (TMD) before you make any investment decisions. The PDS and the TMD are both available at milfordasset.com.au/documents-and-forms
What we offer
Our diverse and growing suite of funds is a reflection of the market we operate in – the solutions we offer are based on the wants and needs of today’s investors.
You’ll find Milford on all major platforms, with an experienced distribution team in your local area. Our current funds include:
The Milford Australian Absolute Growth Fund invests in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash.
suggested investment timeframe: 7+ years
suitable for medium to high risk tolerance investor
The Milford Dynamic Small Companies Fund invests primarily in small to mid-cap listed or soon to be listed Australian equities.
suggested investment timeframe: 8+ years
suitable for high risk tolerance investor
The Milford Diversified Income Fund invests in a variety of income-generating assets such as Australasian and global shares, fixed interest, property and infrastructure.
suggested investment timeframe: 4+ years
suitable for medium risk tolerance investor
The Milford Global Opportunities Fund invests in global equity securities that are attractively valued.
suggested investment timeframe: 8+ years
suitable for high risk tolerance investor
The Milford Global Real Asset Fund invests in global listed infrastructure, utility and real estate securities.
suggested investment timeframe: 8+ years
suitable for high risk tolerance investor
Safe Hands On The Wheel
Invest Now
Let’s get started, you can choose to invest directly with Milford or through investment platforms.
- Milford Australian Absolute Growth Fund
- Milford Dynamic Small Companies Fund
- Milford Australian Absolute Growth Fund
- Milford Dynamic Small Companies Fund
Get in touch
Our head office is based in Sydney and we also have teams in Melbourne and Brisbane.
Suite 1, Level 41
25 Martin Place
Sydney NSW 2000
Katharine Jackson
Rachael Satchell
Brad MacKay
Hayley Cochrane
