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Fund manager

Milford

Milford Funds Limited

New Zealand active manager with diversified, equity and fixed-income strategies.

Funds tracked
10
Headquarters
Auckland
Milford websiteRead the Milford review →

Peer managers

Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

5 funds
Milford Active Growth Fund
Fee
1.05%
5y return
6.79%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Milford Aggressive Fund
Fee
1.15%
Risk
5/7
PIE · capped at PIR (max 28%)aggressive
Milford Balanced Fund
Fee
1.05%
5y return
4.74%
Risk
4/7
PIE · capped at PIR (max 28%)balanced
Milford Conservative Fund
Fee
0.85%
5y return
2.50%
Risk
3/7
PIE · capped at PIR (max 28%)conservative
Milford Diversified Income Fund
Fee
0.65%
5y return
3.75%
Risk
3/7
PIE · capped at PIR (max 28%)income

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Milford Australian Absolute Growth Fund
Fee
1.05%
5y return
5.63%
Risk
4/7
PIE · capped at PIR (max 28%)
Milford Trans-Tasman Equity Fund
Fee
1.05%
5y return
2.93%
Risk
4/7
PIE · capped at PIR (max 28%)

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

1 fund
Milford Global Equity Fund
Fee
1.35%
5y return
6.29%
Risk
5/7
PIE · capped at PIR (max 28%)

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Milford Trans-Tasman Bond Fund
Fee
0.65%
5y return
1.66%
Risk
3/7
PIE · capped at PIR (max 28%)

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Milford Global Corporate Bond Fund
Fee
0.85%
5y return
1.26%
Risk
3/7
PIE · capped at PIR (max 28%)

Documents

Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Milford, hashed and timestamped.See methodology.

Live45 files · 4 types · last verified 2026-05-08
Milford Active Growth Fund9 files
Milford Aggressive Fund9 files
Milford Balanced Fund9 files
Milford Conservative Fund9 files
Milford Diversified Income Fund9 files

Questions about Milford

How many managed funds does Milford offer in New Zealand?▾

Milford runs 10 retail managed funds available to New Zealand investors, across 5 asset classes: Diversified Funds, Australasian Equities, International Equities, International Fixed Interest, New Zealand Fixed Interest. Counts are taken from the FMA Disclose register.

What does Milford charge?▾

Annual fund charges across Milford's 10 funds with published data range from 0.65% to 1.35% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Milford a licensed fund manager in New Zealand?▾

Milford operates in New Zealand as Milford Funds Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Milford's funds PIEs?▾

10 of Milford's 10 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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