Formed in 2003, Milford Asset Management has strong brand recognition built on their performance and customer satisfaction.
Their strong performance and service is independently supported by numerous awards; including INFINZ Diversified Growth Fund Manager of the Year Award (2024), Canstar Kiwisaver Provider of the Year for five years running (2024), Canstar Outstanding Value for five years running, Canstar’s Award for Most Satisfied Customers (2024), and Consumer People’s Choice Award for seven years running.
With offices in New Zealand and Australia, Milford has one of the largest and most globally experienced investment teams in New Zealand (the investment team of around 40 is the largest behind the Superfund).
The firm adopts an active and flexible approach to portfolio management, using a wide range of financial instruments and strategies to take advantage of changing market conditions. This includes detailed research to identify potential opportunities. In doing so, they interact with hundreds of companies each year.
Their portfolio managers take an active approach and flexible approach to investing, using a wide range of strategies to take advantage of changing market conditions. They continually re-evaluate investments to achieve the best results for their clients, while their ability to move quickly means they can take advantage of opportunities as they arise and manage risk along the way:
- Rigorous Fundamental research: top-down and bottom up
- Active Management: Moves dynamically across styles, sectors, market cap
- Capital Protection: Manage downside risk, capture upside
- Active ESG Policy: integrate ESG as research process, active engagement for positive change, commitment to ESG, exclusions as last resort
This includes detailed research and personally researching their investments to identify potential opportunities others may not see. In doing so, they interact with hundreds of companies each year to assess where their clients’ money should and shouldn’t be.
Their funds consistently rank highly in the Morningstar KiwiSaver Survey. The Milford Active Growth Fund was ranked first in the Growth category for 10-year performance in the latest June quarter Survey.
The company is committed to creating a more sustainable future by driving the companies it invests in to improve the sustainability of their practices. Milford undertakes in depth analysis of the Environmental, Social and Governance (ESG) credentials of every company they invest in. They engage with companies to address sustainability issues and drive positive change. Companies that do not meet their minimum standard of sustainable practices are added to their exclusion list.