Milford Dynamic Fund (AU) - Milford Asset

Dynamic Fund (AU)
(ETL6978AU)

Since inception return

1 year return

Investment Time Frame

Benchmark

Management costs

-% (maximum)
Plus performance fees

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This Fund is for investors seeking:

• To out-perform the S&P/ASX Small Ordinaries (TR) Index over a rolling 5 year period (net of fees)

• Exposure to primarily small to mid-cap Australian equities

• A higher risk investment

Fund Introduction Monthly Fact Sheet

Fund Performance

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Returns to - (After fees and expenses)

1 Month 3 Months 1 Year 3 Year (p.a.) 5 Year (p.a.) Inception (p.a.)
Milford Dynamic Fund (AU) - - - - - -
Milford Dynamic Fund(Strategy)* - - - - - -
Benchmark
S&P/ASX Small Ordinaries (TR) Index
- - - - - -
Over/UnderPerformance - - - - - -

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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 Dynamic Fund (AU)’s inception date is 1 October 2019.

*The Milford Dynamic Fund (Strategy) performance combines the performance of the Milford Dynamic Fund (NZ) from 1 October 2013 to 30 September 2019 and the performance of the Milford Dynamic Fund (AU) thereafter.
The performance of the Milford Dynamic Fund (NZ) has been adjusted to reflect the difference in fee structure and neutral currency exposure from the Milford Dynamic Fund (AU).

Michael Higgins, Portfolio Manager

Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.

William Curtayne, Portfolio Manager

William joined Milford in 2010 and has been working from Milford’s Sydney office since its establishment in 2014.

William is 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.

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