Investment funds / non-KiwiSaver / Shares / Global
The Milford Global Equity Fund vests in direct securities. The Fund's neutral currency exposure is 50% hedged to NZD, with the ability to increase or decrease this depending on market conditions. The Fund is typically fully invested but can invest in cash up to a maximum of 30%. The Fund is an actively managed fund, providing exposure to a diversified portfolio of international shares. The team focuses on identifying best-in-class companies operating in favourable sectors.
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.