Milford Website Terms & Conditions
The information in this website has been prepared by Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253) (Milford Australia or we or us) in its capacity as investment manager of the Milford Australian Absolute Growth Fund, Milford Dynamic Small Companies Fund, Milford Diversified Income Fund (AU), Milford Global Real Asset Fund (AU), Milford Global Growth Fund (AU) and Milford Global Opportunities Fund (AU) (the Milford Australia Investment Funds).
Equity Trustees Limited is the Responsible Entity and is issuer of the Product Disclosure Statements (PDSs) for the Milford Australia Investment Funds.
While Milford endeavours to ensure the information on this website and any article is accurate, Milford makes no representations and gives no warranties that the information is free from errors or omissions. Milford reserves the right to amend or add to this website at any time without notice. It is the responsibility of the user to verify all information before making final decisions or commitments.
The information on this website is provided “as is” and “as available”. Whilst Milford believe the information contained on this website is based on reliable information, no warranty is given as to its accuracy and persons relying on this information do so at their own risk. Any opinions or forecasts reflect our judgment and assumptions on the basis of information at the date of publication and may later change without notice.
Before you decide to invest or to continue to invest in the Milford Australia Investment Funds, it is important that you first read and consider the most recent PDS and TMD for the relevant fund. Copies of the PDS are available from Milford or Equity Trustees ABN 46 004 031 298 as issuer of the PDS. The Target Market Determination (TMD) for each of the Milford Australia Investment Funds is available here.
Please note past investment performance is not a reliable indicator of future investment performance and no guarantee of performance, the return of capital or a particular rate of return is provided. Whilst we believe the material in this website is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which can’t be excluded.
Neither Milford, nor any of its directors, associates or related entities, guarantee the performance of a Fund or the repayment of capital or any particular rate of return.
To the full extent permitted by law, Milford accepts no responsibility and shall have no liability for any errors, omissions or other inaccuracies in the information provided on this website or for any loss or damaged suffered or incurred (directly or indirectly) by a user, or any other person, as a result of using the information on this website.
© 2023 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/mca/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.
Equity Trustees Limited Disclaimer
Equity Trustees Limited (‘EQT’) (ABN 46 004 031 298) AFSL 240975 is the Responsible Entity for the Milford Australia Investment Funds. The information provided on this website is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a copy of the relevant PDS before making a decision about whether to invest in the Milford Australia Investment Funds.