# Milford — fund range

> Mechanical record of every retail managed fund run by Milford that we cover. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Legal entity:** Milford Funds Limited
- **Headquarters:** Auckland
- **Website:** https://milfordasset.com
- **Funds in our coverage:** 10
- **Asset classes covered:** 5 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI)

## About this manager

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

## Funds (10)

### Diversified Funds (5)

- [Milford Active Growth Fund](https://managedfunds.nz/funds/milford/active-growth/) — growth, PIE
- [Milford Aggressive Fund](https://managedfunds.nz/funds/milford/aggressive/) — aggressive, PIE
- [Milford Balanced Fund](https://managedfunds.nz/funds/milford/balanced/) — balanced, PIE
- [Milford Conservative Fund](https://managedfunds.nz/funds/milford/conservative/) — conservative, PIE
- [Milford Diversified Income Fund](https://managedfunds.nz/funds/milford/diversified-income/) — income, PIE

### Australasian Equities (2)

- [Milford Australian Absolute Growth Fund](https://managedfunds.nz/funds/milford/australian-absolute-growth/) — PIE
- [Milford Trans-Tasman Equity Fund](https://managedfunds.nz/funds/milford/trans-tasman-equity/) — PIE

### International Equities (1)

- [Milford Global Equity Fund](https://managedfunds.nz/funds/milford/global-equity/) — PIE

### New Zealand Fixed Interest (1)

- [Milford Trans-Tasman Bond Fund](https://managedfunds.nz/funds/milford/trans-tasman-bond/) — PIE

### International Fixed Interest (1)

- [Milford Global Corporate Bond Fund](https://managedfunds.nz/funds/milford/global-corporate-bond/) — PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>/markdown.md` and a structured-data twin at `<canonical>/data.json`. Example:

- HTML: https://managedfunds.nz/funds/milford/active-growth/
- Markdown: https://managedfunds.nz/funds/milford/active-growth/markdown.md
- JSON: https://managedfunds.nz/funds/milford/active-growth/data.json

## Sources

- **FMA Disclose register** (primary; search for "Milford"): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Milford
- **Manager website:** https://milfordasset.com
- **Manager profile (HTML):** https://managedfunds.nz/providers/milford/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/providers/milford/
- **Markdown (this file):** https://managedfunds.nz/providers/milford/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-31
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.
