Dynamic Small Companies Fund

APIR code: ETL6978AU

Fund Overview

The Milford Dynamic Small Companies Fund is a dedicated small to mid-cap equity fund. The Fund targets outperformance of the S&P/ASX Small Ordinaries (TR) Index over the minimum recommended investment timeframe (net of fees).

The Fund invests primarily in small to mid-cap listed or soon to be listed Australian equities. Derivatives may be used for efficient portfolio management and for foreign currency hedging.

Portfolio Managers

This Fund is for investors seeking:

Exposure to small to mid-cap Australian equities
Capital growth over at least 8 years
A higher risk investment
Disclaimer

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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 Small Companies Fund inception date is 1 October 2019. This fund was previously referred to as the Milford Dynamic Fund (AU).

*The Milford Dynamic Small Companies 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 Small Companies Fund 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 Small Companies Fund.

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