InvestNow Fund Manager – Milford Asset Management
Milford was formed in 2003 by an experienced group of individuals who recognised the need for an investment company that provides New Zealanders with a world class investment partner they can trust.
Milford was founded on several guiding principles which align their interests with those of their investors. These are protecting investors’ capital, a performance-based fee structure, employees investing alongside their clients and long-term staff ownership.
Today, the Milford team comprises more than 90 passionate and talented individuals across offices in Auckland, Wanaka, Christchurch and Sydney. They all share one common purpose – to deliver the best investment outcomes and client service.
Milford currently has over $6.5 billion of funds under management.
For more information please visit https://milfordasset.com/
Milford on InvestNow
Diversified Income Fund
The Fund’s objective is to provide income and capital growth after the base fund fee but before tax and before the performance fee, over the minimum recommended investment timeframe of three years. It is a diversified fund that primarily invests in fixed interest and equity income-generating securities.
This Fund is for investors seeking:
- Capital growth over at least 3 years
- Quarterly income from their investment
- A low to medium risk investment
- Diversified exposure to primarily fixed interest securities and equity income-generating securities