New to mFund

Invest in two Milford funds via mFund codes: MFA01 & MFA02

Milford Asset Management is pleased to bring investors access to two new mFunds:

mFund Code	mFund
MFA01	Milford Australian Absolute Growth Fund
MFA02	Milford Dynamic Fund (AU)

Milford Australian Absolute Growth Fund – MFA01

Fund overview
The Milford Australian Absolute Growth Fund builds on Milford’s absolute return investing capability, modelled on the flagship Milford Active Growth Fund in New Zealand. The fund is managed by our experienced Sydney-based investment team.

 

Fund objective
The Fund targets an annualised return of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three-year periods (net of fees).

 

Investment strategy
The Fund invests in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities, fixed interest securities and cash.

 

For more information about this Fund click here.

 

Milford Dynamic Fund (AU) – MFA02

 

Fund overview
The Milford Dynamic Fund (AU) is a dedicated small to mid-cap equity fund, modelled on an existing Milford strategy which has been running since 2013. The Fund is actively managed and invests primarily in small to mid-cap Australian equities.

 

Fund objective
The Fund targets outperformance of the S&P/ASX Small Ordinaries (TR) Index over a rolling five-year period (net of fees).

 

Investment strategy
The Fund invests primarily in small to mid-cap listed or soon to be listed Australian equities

 

For more information about this Fund click here.

 

About Milford

Milford Asset Management is an award-winning Trans-Tasman fund manager, managing in excess of $9 billion on behalf of clients in Australia and New Zealand.

 

The Milford team comprises more than 100 passionate and talented individuals across offices in Australia and New Zealand.

 

We all share one common purpose – to deliver the best investment outcomes and client service.

 

The key principles that underpin Milford’s investment approach are:

 

1. We adopt an active portfolio management approach.
2. We take advantage of investment opportunities as they arise, and seek to minimise downside risk when markets are less favourable.
3. We seek to manage both growth and risk and will proactively alter our investment strategy if our view of the market, a company’s management, or trading conditions changes.
4. We believe in the value of doing our own investment research and are committed to conduct regular company visits.
5. We seek to understand the changes in the local and global economic environments and how these changes are likely to impact the markets in which our clients’ assets are invested.
6. We seek to manage risk through appropriate portfolio diversification.
7. We are responsible investors and through active engagement have an ability and capacity to influence company policies and use our voice as an engaged, large shareholder to drive positive change.

 

For more information about Milford Australia click here.

 

This article has been prepared by Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253). You should not rely on any information in the article in making any investment decision. It is for general information only and does not take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. Past performance is not a guarantee of future performance. A copy of the Product Disclosure Statement (PDS) for the Milford Australian Absolute Growth Fund and Milford Dynamic Fund (AU) is available by:

• contacting Mainstream Fund Services Pty Ltd on 1300 133 451; or
• visiting the Milford website at https://milfordasset.com.au/documents/au-productdisclosure-statements or by calling +61 2 9220 4802.

You should consider the PDS before deciding whether to invest or continue to invest in the Fund.