Investment funds / non-KiwiSaver / Shares / Australasia
The Milford Dynamic Fund primarily invests in small to mid-cap Australasian equities. The investment process involves conducting their own proprietary research. They undertake analysis of the macroeconomic environment as well as a fundamental analysis of the industries and individual entities within their 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.