Category: Month in a minute

Month in a minute: November 2022

5 December 2022

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An early Christmas
November was a strong month for asset prices with both shares and bonds rallying. Signs of slowing inflation

Month in a minute: October 2022

4 November 2022

Opportunity knocks
Fund performance was broadly positive in October, building on the positive returns seen since mid-year. This performance has come

Month in a minute: September 2022

5 October 2022

The beat goes on
Markets in September continued the trends of 2022 with falls in both shares and bonds. Our cautious

Month in a minute: August 2022

6 September 2022

Patience is a virtue
August was a volatile month with global share prices moving sharply higher, and then lower as the

Month in a Minute: July 2022

4 August 2022

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
False Dawn
July saw shares and bonds recover from their

Month in a Minute: June 2022

6 July 2022

A shifting backdrop
June was another very tough month for markets, with broad based selling across shares and bonds. Whilst we

Milford Australia

8 June 2022

Pre-election Jitters
October saw a mixed outcome for asset markets, with shares around the world modestly weaker, whilst bond markets had

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8 June 2022

A bumper crop
March saw another very solid month of returns for the funds, helped by strong performances from our stock

Month in a Minute: May 2022

6 June 2022

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
Half-time huddle
Share markets continue to be volatile as they

Month in a Minute: April 2022

5 May 2022

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
A perfect storm
It’s been a brutal start to 2022

Month in a Minute: March 2022

6 April 2022

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
Proceed with caution
Share markets broadly recovered some of their

Month in a Minute: March ’22

4 March 2022

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
The rise of uncertainty
Geopolitical headlines dominated markets in February

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Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the responsible entity for the Milford Investment Funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current product disclosure statement (PDS) and Target Market Determination (‘TMD’) of the Fund and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Category: Month in a minute

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