Story - Milford Asset

Our Story

Milford was founded on several guiding principles which align our interests with those of our investors. These are preserving investors’ capital, a performance-based fee structure, employees investing alongside our clients and long-term staff ownership.

We established a Sydney office in 2013 which now manages over $1 billion of Australian equities.

Today, the Milford team comprises more than 90 passionate and talented individuals across offices in Australia and New Zealand. We all share one common purpose – to deliver the best investment outcomes and client service.

Through our journey, we are proud to have received numerous awards and recognition from Morningstar, Lonsec SuperRatings and Deloitte Fast 50.

Milford currently has over $6.5 billion of funds under management.

Our Values

We understand the trust you place in us when you invest. We will work hard to build on this trust by being transparent and responsive.

We strive to provide the best investment outcomes for our clients by employing talented experts.

We constantly review what we are doing to ensure we deliver high quality service, innovation and performance.

Our Principles

Operate with honesty and integrity

Consistently seek to deliver strong long-term investment returns

Practise what we preach by investing alongside our clients

Invest in the best people

Strong employee ownership

Our Approach

Learn more about our approach to investing

View our Fund

Learn more about the Milford Australian Absolute Growth Fund