Terms & Conditions - Milford Asset

Milford website terms & conditions:

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The information in this website has been prepared by Milford Australia Pty Ltd AFSL 461253, ABN 65 169 262 971 (Milford or we or us).

Equity Trustees Limited is the fund’s Responsible Entity and is the issuer of this Product Disclosure Statement (PDS) for the Milford Australian Absolute Growth Fund.


Milford Disclaimer

While Milford endeavours to ensure the information on this website and blog 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 and blog at any time without notice. It is the responsibility of the user to verify all information before making final decisions or commitments.

The information in this website (the Information) is not investment advice. It is general information only and does not take into account the personal investment objectives, financial situation or needs of any prospective investor. Because of this, you should consider the appropriateness of the information for your own objectives, financial situation and needs before acting on it. Before making any investment decision, we recommend that you seek professional financial advice.

Before you decide to invest or to continue to invest in the Milford Australian Absolute Growth Fund, it is important that you first read and consider the most recent Product Disclosure Statement for the Fund. Copies of the PDS are available from Equity Trustees Limited, ABN: 46 004 031 298, AFSL: 240975 as issuer of the PDS, or from Milford.

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. 


Morningstar Disclaimers

© 2019 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 ‘class service’ have 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. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.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. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.



The information, images, screens, web pages, logos and brands on this website are the property of Milford, who hold copyright in it. The information may not be copied or revised (other than as expressly provided by the website) without the written consent of Milford.



Any sites linked to this website are not under the control of Milford. Milford is not responsible for and makes no representations, warranties or conditions concerning the contents of any linked website or any link contained in a linked website. The inclusion of any link on this website is provided as a convenience only and does not imply endorsement, investigation or verification by Milford of the linked site.

Milford requires users to request permission to link to this website.

Privacy Policy

Milford is bound by the Privacy Act and will protect your personal information in accordance with the Australian Privacy Principles. These principles govern how we can collect, use, hold and disclose your personal information.

What kinds of personal information do we collect and hold?

When you apply for an interest in any of our funds we may collect information that is necessary to be able to provide you with the Fund. For instance, we may ask for identification information such as your name, address and date of birth.

Why do we collect, hold, use and disclose personal information?

The main reason we collect, use, hold and disclose personal information is so we can service your request concerning the Fund. This may include:

– Checking your eligibility for the Fund;
– Providing you with the Fund; and
– Helping you manage your interests in the Fund.

How do we collect personal information?

We collect most personal information directly from you. Sometimes we collect personal information about you from other people such as publicly available sources of information.

How do we hold personal information?

Much of the personal information we hold will be stored electronically and securely by us at the offices of the fund administrator. We use a range of security measures to protect the personal information we hold.

Who do we disclose your personal information to, and why?

Sometimes we may disclose your personal information to organisations outside Milford. For example, with the administrator of the fund, so that it may perform its duties for the Fund.

Do we disclose personal information overseas?

We may disclose your personal information to recipients located outside Australia. These entities may include our service providers and services provided by our New Zealand parent company Milford.

Do we use or disclose personal information for marketing?

We may use your personal information to offer you products other than the Fund that we believe may interest you. We will not do this if you tell us not to.

If you don’t want to receive marketing offers from us please contact us on the details listed at ‘Contact us’.

Access to and correction of personal information

You can request access to the personal information we hold about you. You can also ask for corrections to be made. To do so, please contact us on the details listed at ‘Contact us’.

Resolving your privacy concerns and complaints – your rights

If you are concerned about how your personal information is being handled or if you would like to make a complaint, please contact us on the details listed at ‘Contact us’.

If you are unhappy with our response, there are other bodies you can go to.

Contact us

If there is anything you would like to discuss, please contact us. If you have any questions or concerns about our privacy policy or practices, please contact us on the details listed at ‘Contact us’.

Our approach

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