Awards - Milford Asset

Delivering strong long-term returns
is key to our success and has
earned us a number of awards.

2020

Zenith Fund Awards 2020: Australian Equities – Alternative Strategies winner

Morningstar Fund Manager of the Year- Domestic Equities

2019

Zenith FundSource Awards – New Zealand Fixed Interest Category Winner

Zenith FundSource Awards – Diversified Category Winner

Zenith FundSource Awards – Fund Manager of the Year 2019

Morningstar Fund Manager of the Year – KiwiSaver Category, New Zealand

2018

FundSource 2018 KiwiSaver Manager of the Year

Morningstar Fund Manager of the Year – KiwiSaver Category, New Zealand

2017

FundSource 2017 KiwiSaver Manager of the Year

FundSource Awards 2017 Longevity Award – Winner

Morningstar Domestic Equities Finalist

Morningstar Fund Manager of the Year Finalist

Morningstar KiwiSaver Fund Manager of the Year Finalist

2016

FundSource 2016 KiwiSaver Manager of the Year

FundSource Awards 2016 Longevity Award – Winner

Morningstar Fund Manager of the Year – Finalist, Domestic Equities

Morningstar KiwiSaver Category Finalist

Morningstar KiwiSaver Category Winner, New Zealand

2015

Morningstar KiwiSaver Category – Finalist

2014

Morningstar KiwiSaver Category Winner, New Zealand

Deloitte Fast 50 – Milford Asset Management has been named the 17th fastest growing company in New Zealand

2013

FundSource Fund Manager of the Year – Finalist

FundSource Fund Manager of the Year – Australasian Equities

Deloitte Fast 50, Milford Asset Management is named the 11th fastest growing company in New Zealand

Morningstar KiwiSaver Category Winner, New Zealand

Morningstar Fund Manager of the Year – 2013

2012

Morningstar Fund Manager of the Year 2012 – Finalist, KiwiSaver

Morningstar Fund Manager of the Year 2012 – Finalist, Domestic Equities

Morningstar Fund Manager of the Year 2012 – Finalist

Deloitte Fast 50, Milford Asset Management is named the 44th fastest growing company in New Zealand

2011

Morningstar Fund Manager of the Year 2011 – Finalist, KiwiSaver

Morningstar Fund Manager of the Year 2011 – Domestic Equities

Deloitte Fast 50, Milford Asset Management is named the 39th fastest growing company in New Zealand

2010

Morningstar Fund Manager of the Year – Emerging

2009

Morningstar Fund Manager of the Year – Finalist, Domestic Equities

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The Zenith Fund Awards were issued 30 October 2020 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
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