Australian Absolute Growth Fund – R Class (ETL1090AU)

Since inception return *

1 year return *

Investment Time Frame

Benchmark

Management costs

-% (incl. GST)
Plus performance fees

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This Fund is for investors seeking:

For Investor use only

• A fund modelled on Milford’s flagship Active Growth Fund

• An absolute return investment strategy

• A target return of the RBA cash rate + 5% p.a.

• To preserve capital over rolling 3 year periods

• Diversified exposure to primarily Australasian equities complemented by selective exposure to international equities and cash

• A medium to high risk investment

Fund Introduction Monthly Fact Sheet TMD

Fund Performance

LOADING, PLEASE WAIT Returns to - (After fees and expenses)	1 Month	3 Months	1 Year	3 Year (p.a.)	5 Year (p.a.)	Inception (p.a.)
Australian Absolute Growth Fund - R Class *	-	-	-	-	-	-
Benchmark -	-	-	-	-	-	-
Over/Underperformance	-	-	-	-	-	-
S&P/ASX 200 (TR) Index	-	-	-	-	-	-
Over/Underperformance	-	-	-	-	-	-

Past performance is no guarantee of future returns. Net performance figures are shown after all fees and expenses, and assumes reinvestment of distributions.

*The performance stated combines the performance of the Australian Absolute Growth Fund – W Class from 2 October 2017 to 30 June 2021, and the performance of the Milford Australian Absolute Growth Fund – R Class thereafter.

Ratings & Awards

Click here for important information about these ratings and awards.

William Curtayne, Portfolio Manager

William joined Milford in 2010 and is primarily based in Auckland after working in Milford’s Sydney office from its establishment in 2014 before returning to Auckland in 2021.

William focuses mainly on Australian equities as the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund.

William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.

William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.

Wayne Gentle, Chief Investment Officer & Executive Director

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Australian Equities Wholesale, Trans-Tasman Equity and Australian Absolute Growth Funds. He has over 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.

Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.

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LONSEC DISCLAIMER: The rating issued 08/2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, fi nancial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent fi nancial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

ZENITH DISCLAIMER: The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned June/2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.

ZENITH AWARD DISCLAIMER: 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.

Australian Absolute Growth Fund – R Class (ETL1090AU)

-%

N/A

-

N/A

-% (incl. GST)
Plus performance fees

This Fund is for investors seeking:

Fund Performance

Ratings & Awards

William Curtayne, Portfolio Manager

Wayne Gentle, Chief Investment Officer & Executive Director

Contact us

View Fund Reports

Australian Absolute Growth Fund – R Class (ETL1090AU)

-%

N/A

-

N/A

-% (incl. GST) Plus performance fees

This Fund is for investors seeking:

Fund Performance

Ratings & Awards

William Curtayne, Portfolio Manager

Wayne Gentle, Chief Investment Officer & Executive Director

Contact us

View Fund Reports

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-% (incl. GST)
Plus performance fees