Dynamic Small Companies Fund - Milford Asset

Dynamic Small Companies Fund

Since inception return

1 year return

Investment Time Frame


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 the minimum recommended investment timeframe (net of fees)

• Exposure to primarily small to mid-cap Australian equities

• A higher risk investment

Fund Introduction Monthly Fact Sheet TMD

Fund Performance


Returns to - (After fees and expenses)

1 Month 3 Months 1 Year 3 Year (p.a.) 5 Year (p.a.) Inception (p.a.)
Dynamic Small Companies Fund - - - - - -
Dynamic Small Companies Fund (Strategy)* - - - - - -
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 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.

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 is primarily based in Auckland after working in Milford’s Sydney office from its establishment in 2014 before returning to Auckland in 2021.

William focuses mainly on Australian equities as 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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