Global Opportunities Fund (AU) - R Class - Milford Asset

Global Opportunities Fund (AU) – R Class

Since inception return *

1 year return *

Investment Time Frame


Management costs

-% (incl. GST)
Plus performance fees

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This Fund is for investors seeking:

For Investor use only

• To out-perform the MSCI World Net TR Index (AUD) over a rolling 8-year period (net of fees)

• Exposure to primarily global equity securities that are attractively valued

• 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.)
Global Opportunities Fund (AU) – R ClassNew - - - - - -
- - - - - -
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 Global Opportunities Fund (AU) – R Class’s inception date is 28 February 2022.

Alexander Whight, Portfolio Manager

Alexander is a Portfolio Manager in the Global Equities team. Prior to joining Milford in 2020, Alexander was a Portfolio Manager and foundational member of the global equities team at AustralianSuper, which managed >$10bn invested in international shares. Alexander also spent 5 years at J.P. Morgan Cazenove in London covering European Industrial stocks, and began his investment career in Sydney in 2004 with Tyndall Investment Management.

He holds a Bachelor of Commerce degree from The University of Sydney and a Master’s in Applied Finance & Investment from the Financial Services Institute of Australasia.

Alexander is based in Milford’s Sydney office.

Stephen Johnston, Portfolio Manager

Stephen is the Portfolio Manager of the Aggressive Funds (KiwiSaver and Investment Funds) and Co-Manager of the Milford Global Equity Fund. He has over 20 years of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.

Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

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