Our Investment Approach - Milford Asset

Our Approach

Our overarching aim is to be your world class investment partner of choice, delivering the best investment outcomes and client service.

Our active management approach

As markets change, we constantly re-evaluate our investments to achieve the best outcomes.

We strive to protect investors’ capital in less favourable markets.

We interact with hundreds of companies each year to assess where your money should and shouldn’t be invested.

We research investments to identify potential opportunities others may not see.

Absolute Return Focus

Absolute return objective combined with multiple asset class capability provides more flexibility to deliver attractive investment returns with lower risk.

  • Avoids pitfalls of benchmark investing
  • Greater flexibility in pursuit of returns and management of risk
  • Leverages inhouse capability across a number of equity and fixed interest markets

Responsible Investing

Milford is a strong advocate on your behalf, particularly in terms of corporate governance of the entities we invest in as well as environmental and social factors.

As part of our commitment to responsible investing, Milford is a signatory to the United Nations Principles for Responsible Investment and a member of the Responsible Investment Association Australasia.

Responsible Investing

We have adopted multiple approaches to integrate consideration of environmental, social, and governance (ESG) factors into our investment process.

For further information on Milford’s approach to responsible investing, please see our Responsible Investment Policy.

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