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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 website Read 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
PIE · capped at PIR (max 28%) growth
Milford Aggressive Fund
PIE · capped at PIR (max 28%) aggressive
Milford Balanced Fund
PIE · capped at PIR (max 28%) balanced
Milford Conservative Fund
PIE · capped at PIR (max 28%) conservative
Milford Diversified Income Fund
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
PIE · capped at PIR (max 28%)
Milford Trans-Tasman Equity Fund
PIE · capped at PIR (max 28%)

International Equities

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

1 fund
Milford Global Equity Fund
PIE · capped at PIR (max 28%)

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Milford Trans-Tasman Bond Fund
PIE · capped at PIR (max 28%)

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Milford Global Corporate Bond Fund
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.

Live 45 files · 4 types · last verified 2026-05-08
Milford Active Growth Fund 9 files
Milford Aggressive Fund 9 files
Milford Balanced Fund 9 files
Milford Conservative Fund 9 files
Milford Diversified Income Fund 9 files

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