Milford’s AAGF is a defensive Australian equity fund that strives to deliver a smoother investing journey, by leveraging Milford’s active approach to portfolio construction and risk management. By utilising a top-down / bottom-up research framework and a flexible approach to portfolio construction, AAGF aims to reduce volatility by adapting to prevailing market conditions.
Firmly focused on generating long-term risk-adjusted returns, with multiple levers to manage risk and deliver strong results, AAGF is designed to perform through a range of market conditions. The AAGF is managed by an experienced Australasian-based portfolio management team.
The Milford Australian Absolute Growth Fund leverages Milford’s long established absolute return investing capability, modelled on the company’s flagship Active Growth Fund.
The Fund aims to generate investment returns 5% higher than the RBA cash rate by investing in a portfolio of predominantly Australian equities, complemented by selective exposure to international equities, cash and derivatives for use in risk management.
A diversified portfolio of predominantly Australian equities
Absolute returns, with an annualised return objective of 5% above the RBA cash rate
An investment timeframe of 7 Years+, while seeking to preserve investor capital over rolling three year periods (net of fees)
A medium to high risk investment
When you invest with Milford you get a world-class investment partner dedicated to delivering strong long-term returns and outstanding adviser engagement.
Active fund management
A team who invests alongside their clients
In-depth research & insights
Global
expertise
| Key Fund Facts | |
|---|---|
|
Benchmark |
RBA Cash Rate + 5% p.a. |
|
Inception Date |
02 October 2017 |
|
APIR |
ETL8155AU |
|
Recommended investment timeframe |
7 years + |
|
Minimum investment |
$50,000 |
|
Risk level |
Medium to High |
|
Management fee |
0.90% |
|
Performance fee |
15.35% p.a. of returns above the Fund Benchmark to be paid annually |
|
Income distribution |
Bi-annually at 31 December and 30 June |
Market Updates • Events • Funds Reports • Investment Masterclass
Consumer spending serves as a barometer for the health of a nation’s economy and the sentiment of its consumers. Last year proved to be a difficult year for consumers globally,
Markets are entering a new phase with central banks removing support. As the resulting volatility of the past few months has shown it is key to have investment options designed
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the responsible Entity for the Milford Australia 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). Milford Australia Pty Ltd (“Milford”) ABN 65 169 262 971 (AFSL 461253) has prepared this advertisement as investment manager of the Australian Absolute Growth Fund to provide you with general information only.
In preparing this advertisement, we did not take into account the investment objectives, financial situation or needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Milford, Equity Trustees nor any of its related parties, its employees or directors, provides any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
Please read the Fund’s Product Disclosure Statement at milfordasset.com.au/documents-and-forms before making a decision to invest in this product. Past performance is not a reliable indicator of future performance. The Australian Absolute Growth Fund Target Market Determination is available at milfordasset.com.au/documents-and-forms. The Target Market Determination is a document describing who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.
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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.
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