Story - Milford Asset

Our Story

The Milford team comprises more than 100 passionate and talented individuals across offices in Australia and New Zealand. We all share one common purpose – to grow the wealth of our clients and make a positive contribution to the community.

Our Sydney office was established in 2014 and now manages over $1 billion of Australian equities.

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 $8 billion of funds under management.

Our core values:

• Operate with honesty and integrity

• Consistently seek to deliver strong long-term investment returns

• Be client focused

• Strive for best practice in managing our clients’ capital

• Maintain strong employee ownership

We do this by:

• Attracting and retaining the best people

• Understanding our clients’ needs and objectives

• Focusing our resources to generate the best returns for clients

• Reacting quickly to changing market conditions and new opportunities

• Investing alongside our clients and using a pay for performance philosophy.

Our Approach

Learn more about our approach to investing

View our Funds

Learn more about the Milford funds we offer