Milford Funds
Discover our suite of Managed Funds with differing risk and return profiles to suit your investment objectives. Each fund is actively managed by our experienced investment team.
Our funds and performance overview
To view the performance of the class relevant to you, please select Individual Investor or Adviser & Wholesale.
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 Investment Fund’s inception dates: Australian Absolute Growth Fund: 2 October 2017, Dynamic Small Companies Fund: 1 October 2019, Diversified Income Fund (AU): 3 August 2020, Global Real Asset Fund (AU): 14 February 2022, Global Growth Fund (AU): 21 February 2022, Global Opportunities Fund (AU): 28 February 2022.
*The performance stated combines the performance of the Australian Absolute Growth Fund – W Class from 2 October 2017 to 30 June 2021, and the performance of the Milford Australian Absolute Growth Fund – R Class thereafter.
**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 The Milford Dynamic Small Companies Fund (Strategy) thereafter. The Milford Dynamic Small Companies Fund was previously referred to as the Milford Dynamic Fund (AU).
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.
