Investment funds / non-KiwiSaver / Multi Asset / Global
The Milford Active Growth Fund is a diversified fund that primarily invests in equities, with a moderate allocation to fixed interest securities. The investment process involves conducting our own proprietary research. We undertake analysis of the macroeconomic environment as well as a fundamental analysis of the industries and individual entities within our investment universe.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.