# Milford Investment Funds

> FMA-registered Managed Investment Scheme containing 10 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH10700
- **Brand manager:** Milford (Milford Funds Limited)
- **Legal issuer:** Milford Funds Limited
- **Funds in our coverage:** 10
- **Asset classes covered:** 5 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI)
- **Offer document(s):** OFR10702 (Milford Investment Funds)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Milford Investment Funds is an MIS registered with the FMA as SCH10700. Milford is the brand manager whose funds sit within the scheme. The scheme is issued by Milford Funds Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (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** (search for SCH10700): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH10700
- **Brand manager website:** https://milfordasset.com
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch10700/

## 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/schemes/sch10700/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch10700/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **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.