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Global Markets Investment Commentary NZ Market & Economy

Milford Market Update June 2022

June 22, 2022

Expert Panel: Murray Harris, Mark Riggall, Stephen Johnston, Maddie Cruickshank & Eachann Bruce Our expert panel discuss a range of...

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NZ Market & Economy

Mark Riggall and Heather du Plessis-Allan discuss the current market volatility means for KiwiSaver investors

Mark Riggall, June 1, 2022

Listen to Portfolio Manager Mark Riggall chat with Heather du Plessis-Allan on Newstalk ZB about Walmart’s latest results and what...

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KiwiSaver Masterclass

The closest thing to free money

Eachann Bruce, May 5, 2022

Would you like an extra payment of up to $521.43 paid directly to your KiwiSaver account? Each year, KiwiSaver members...

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Getting Started Masterclass Tools & Advice

KiwiSaver Livestream Event: Tips, hacks and FAQs

April 6, 2022

Milford KiwiSaver Plan Livestream Event Recording: 5 April 2022 Presented by Milford Financial Advisers Eachann Bruce, Liam Robertson and...

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KiwiSaver Milford News

Milford Named New Zealand’s Top Fund Manager & KiwiSaver Manager for 2022

Mark Ryland, March 4, 2022

We are thrilled to have won the top honours at this week’s 2022 Morningstar New Zealand Awards having been named...

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NZ Market & Economy

Katlyn Parker and Heather du Plessis-Allan discuss the OCR hike

Katlyn Parker, February 23, 2022

Listen to Investment Analyst, Katlyn Parker, speaks with Heather du Plessis-Allan on Newstalk ZB about on the OCR hike.

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Milford Investment Funds

There are some enduring reasons people take financial advice. The most obvious is that they don’t see themselves as experts so need one to work for them. Managing your investments well and making the right financial decisions takes skill and effort...

Milford KiwiSaver Plan

Make the most of your KiwiSaver Plan. Watch, Read & Listen to our experts as they share insights, global and local overviews. We share KiwiSaver fund updates, and where we see opportunities to help our members meet their goals for retirement.

A time for advice

Watch, Read & Listen to our experts as they share insights, global, local & sector overviews to help you make more informed decisions on your investments. We share exclusive business reviews from our financial analysts, fund updates, and where we see opportunities.

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How do ESG ratings stack up?

Nick Morgan, 23 June 2022

Sustainability in the commercial building industry

Frances Sweetman, 6 March 2022

What’s fuelling the energy transition?

Nick Morgan, 16 February 2022

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Farewell to an extraordinary, ordinary man

Farewell to an extraordinary, ordinary man

Mark Ryland, 7 June 2022

Month in a Minute: June 2022

Month in a minute Mark Riggall, 6 July 2022

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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).

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LONSEC DISCLAIMER: The rating issued 08/2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, fi nancial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent fi nancial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

ZENITH DISCLAIMER: The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned June/2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, fi nancial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specifi c recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent fi nancial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, fi nancial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings defi nitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners. com.au/RegulatoryGuidelines

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