Which New Zealand managed funds does Milford Funds Limited manage?

Milford Funds Limited is named as the licensed manager in the SIPO of 10 New Zealand retail managed funds, across 1 scheme. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/milford-funds/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does Milford Funds choose the investments in these funds?

Holding the FMA licence for a scheme is a distinct role from selecting the investments within it, and from custody and supervision. The SIPO names the licensed manager; the investment manager, custodian and supervisor may be other parties and are stated separately in the scheme documents.

Milford Funds

Milford Funds Limited

Milford Funds Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 10 funds in our universe, across 1 scheme. Each row links to the SIPO that states it.

Fund	Brand	Asset class	SIPO
Milford Active Growth Fund	Milford	Diversified	SIPO· stale
Milford Aggressive Fund	Milford	Diversified	SIPO· stale
Milford Australian Absolute Growth Fund	Milford	Australasian Equities	SIPO· stale
Milford Balanced Fund	Milford	Diversified	SIPO· stale
Milford Conservative Fund	Milford	Diversified	SIPO· stale
Milford Diversified Income Fund	Milford	Diversified	SIPO· stale
Milford Global Corporate Bond Fund	Milford	International FI	SIPO· stale
Milford Global Equity Fund	Milford	International Equities	SIPO· stale
Milford Trans-Tasman Bond Fund	Milford	NZ Fixed Interest	SIPO· stale
Milford Trans-Tasman Equity Fund	Milford	Australasian Equities	SIPO· stale

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2025-06-17. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the Milford Funds range. Information only — not financial advice.