Global Real Asset Fund (AU) - W Class - Milford Asset

Global Real Asset Fund (AU) – W Class

Since inception return *

1 year return *

Investment Time Frame


Management costs

-% (incl. GST)

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This Fund is for investors seeking:

For Financial Adviser use only

• To out-perform the RBA cash rate by 4% per annum over a rolling 8-year period (net of fees)

• Consistent income and capital growth

• Exposure to primarily global listed infrastructure, utility and selected real estate securities

• 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 Real Asset Fund (AU) – W 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 Real Asset Fund (AU) – W Class’s inception date is 14 February 2022.

Daniel Simmonds, Portfolio Manager

Daniel is a Portfolio Manager focussed on global infrastructure, utilities and real estate assets. He works on a number of Funds at Milford with a particular focus on the Milford Diversified Income Fund. Previously he spent 7 years at RARE Infrastructure where he was a Portfolio Manager and Senior Analyst and 4.5 years at CP2 (formerly Capital Partners) as an Investment Analyst.

Daniel holds Economics (Hons) and Arts degrees from the University of Western Australia, and a Graduate Certificate in Applied Finance from Macquarie University. Daniel is based in Sydney.

Paul Morris, Portfolio Manager & Deputy CIO

Paul joined Milford in February 2016, he is Deputy Chief Investment Officer and the Portfolio Manager of a number of Milford funds. Paul has over 25 years’ experience in global and Australasian financial markets. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010 where he was Head of Portfolio Strategy. Paul has a Masters in Aeronautical Engineering from Queens University in Belfast.

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