Documents and Forms

These documents provide general information on Milford’s Managed Funds.

Forms
Product Disclosure Statement (PDS)

A document that financial service providers must provide to you when they recommend or offer a financial product.
Target Market Determination (TMD)

This document sets out the class of consumers for whom the product, including its key attributes, would likely be consistent with their likely objectives, financial situation and needs.

Forms

Reference Guide

Product Disclosure Statement (PDS)

NOTE: Fund Application form is included

Australian Absolute Growth Fund - R Class

Australian Absolute Growth Fund – W Class

Dynamic Small Companies Fund

Diversified Income Fund

Global Opportunities Fund – R Class

Global Opportunities Fund – W Class

Global Real Asset Fund – R Class

Global Real Asset Fund – W Class

Target Market Determination (TMD)

Australian Absolute Growth Fund - Quoted Class (Hedge Fund)

Australian Absolute Growth Fund - R Class

Australian Absolute Growth Fund – W Class

Dynamic Small Companies Fund

Diversified Income Fund

Global Opportunities Fund – R Class

Global Opportunities Fund – W Class

Global Real Asset Fund – R Class

Global Real Asset Fund – W Class

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Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the responsible entity for the Milford Investment Funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current product disclosure statement (PDS) and Target Market Determination (‘TMD’) of the Fund and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.