Wholesale Investors
Milford provides comprehensive investment solutions to charities, foundations, family offices, and other institutional investors.
Invested in expertise, performance and trust
When you invest with Milford you get a world-class investment partner dedicated to delivering strong long-term returns and outstanding client service.
A team who invests alongside their clients
It’s our policy that our staff invest their own money in the same funds as our clients, so you can be certain our team is highly motivated to have your funds do the best that they can because we’re on the same journey.
Active fund management
We take a hands-on approach to investing, constantly re-evaluating investments pursuing the best returns possible for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.
Global expertise
We have a large and globally experienced investment team with an impressive track record. We recently were named Morningstar Overall New Zealand Fund Manager of the Year.
In-depth research & insights
In-depth research is the foundation upon which this is built. From top-down macro economic insights to bottom-up company research, our 40-strong investment team leaves no stone unturned.
What we offer
Discover our suite of expertly managed Funds with differing risk and return profiles to suit your investment objectives.
Our Wholesale channel is for wholesale and eligible investors with $50,000 or more to invest.
Wholesale investor criteria
To invest in Milford Funds as a wholesale investor, you need to qualify. A Wholesale investor generally needs to meet one of the following criteria:
- If you invest $500,000, you do not need to meet any other criteria. You are able to invest less than $500,000, however you will then need to meet another of the criteria listed below. You must invest at least $50,000 in a single application.
- You have net assets of at least $2.5M, and you are applying for Units in the Fund for a purpose other than for use in connection with a business.
- You provide a Qualified Accountant’s Certificate that was obtained within the preceding two years to certify that you meet the criteria. If you invest $500,000 or more, you are not required to provide an accountant’s certificate.
- You have a gross income for each of the last two financial years of at least $250,000 per year, and you are applying for Units in the Fund for a purpose other than for use in connection with a business.
- You provide a Qualified Accountant’s Certificate that was obtained within the preceding two years to certify that you meet the criteria.
As defined under Section Nine of the Corporations Act, a professional investor may be:
- An Australian Financial Services Licensee
- A body regulated by APRA (other than a trustee of a super fund, approved deposit fund, pool superannuation trust, or a public sector superannuation fund)
- A body registered under the Financial Corporations Act 1974
- A trustee of a super fund, approved deposit fund, pool superannuation trust, or a public sector superannuation fund where the fund, trust or scheme has net assets of $10 million
- A person that controls at least $10 million (including an amount held by an associate or under a trust that the person manages)
- A listed entity or related body corporate of a listed entity
- A body corporate or unincorporated body who invests in financial products, interests in land or other investments and invests fund received (directly or indirectly) following a public offering the terms of which provided for the funds to be invested for those purposes
- A foreign entity that would be covered by one of the above.
If you meet the ‘professional investor’ criteria under the Corporations Act, please contact Milford on 1800 161 310 for further information.
The Milford Australian Absolute Growth Fund invests in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash.
suggested investment timeframe: 7 years +
suitable for medium to high risk tolerance investor
The Milford Dynamic Small Companies Fund invests primarily in small to mid-cap listed or soon to be listed Australian equities.
suggested investment timeframe: 8 years +
suitable for high risk tolerance investor
The Milford Diversified Income Fund invests in a variety of income generating assets such as Australasian and global shares, fixed interest, property and infrastructure.
suggested investment timeframe: 4 years +
suitable for medium risk tolerance investor
The Milford Global Opportunities Fund invests in global equity securities that are attractively valued.
suggested investment timeframe: 8 years +
suitable for high risk tolerance investor
The Milford Global Real Asset Fund invests in global listed infrastructure, utility and real estate securities.
suggested investment timeframe: 8 years +
suitable for high risk tolerance investor
Ready to Invest Now?
Let’s get started, you can choose to apply online or download our application form (PDF).
Online Application
Before you start, you must read the Fund’s Product Disclosure Statement (PDS) and Target Market Determination (TMD).
On the ASX
The Milford Australian Absolute Growth Fund is available on the ASX – Ticker code: MFOA
Listed Fund Application: Contact your adviser, broker or your preferred trading platform.
Paper Application
To top-up your existing Fund
Via Direct Credit
Please complete the one-page form here and email it back to Mainstream and then complete your bank direct credit payment
Add a new Fund to your account
Please download the Product Disclosure Statement of your chosen fund, and then complete the application form at the back of the PDF file.
Note: you only need to complete Sections 1, 2 and 8 of the application form, and then email it back to Mainstream.
Get in touch
Our head office is based in Sydney and we also have teams in Melbourne and Brisbane.
Suite 1, Level 41
25 Martin Place
Sydney NSW 2000
