Milford Corporate Bond Plus Fund

APIR code: ETL6715AU

Fund Overview

The Milford Corporate Bond Plus Fund is an actively managed Australian corporate bond fund that targets outperformance of the Bloomberg AusBond Credit 0+ Yr Index over rolling three-year periods. The Fund aims to provide regular income and generate a positive, low volatility return by investing primarily in Australian dollar denominated securities from issuers in Australia and New Zealand. Derivatives may be used for efficient portfolio management and for foreign currency hedging.

Portfolio Managers
Milford Team Member-Anthony Ip

Anthony Ip

Paul Morris

This Fund is for investors seeking:

Regular income

A positive, low volatility return over rolling three-year periods

A low to medium risk investment

Key Fund Facts

Benchmark

Bloomberg AusBond Credit 0+ Yr Index
Inception Date

30 September 2025

APIR

ETL6715AU

Recommended investment timeframe
3 years +

Minimum investment

$1,000

Risk level

Low to Medium
Management fee

0.52%

Performance fee

Not applicable

Income distribution

Quarterly

Disclaimer

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 Milford Corporate Bond Plus 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 Milford Corporate Bond Plus 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.

Invested in expertise, performance and trust

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

We take a hands-on approach to investing, constantly re-evaluating investments pursuing the best returns possible for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.

A team who invests alongside their clients

It’s our policy that our staff invest their own money in the same funds as our clients, so you can be certain our team is highly motivated to have your funds do the best that they can because we’re on the same journey.

In-depth research & insights

In-depth research is the foundation upon which this is built. From top-down macro economic insights to bottom-up company research, our 40-strong investment team leaves no stone unturned.

Global
expertise

We have a large and globally experienced investment team with an impressive track record, including winning the Morningstar Overall New Zealand Fund Manager of the Year 2023.

Get in touch

Our head office is based in Sydney and we also have teams in Melbourne and Brisbane.

Suite 1, Level 41
25 Martin Place
Sydney NSW 2000

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