The Milford Diversified Income Fund (AU) aims to provide investors with a regular monthly income and moderate levels of capital growth by investing in a variety of income generating assets, such as Australian and global shares, fixed interest, property and infrastructure.
The fund aims to provide a regular income as well as providing moderate capital growth, while seeking to preserve capital over rolling two-year periods (net of fees).
Past performance is no guarantee of future returns. Net performance figures are shown after all fees and expenses, and assumes reinvestment of distributions.
The Milford Diversified Income Fund (AU)’s inception date is 3 August 2020.
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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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