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Welcome to
Milford Asset Management

We are an investment management company dedicated to protecting and growing the wealth of New Zealanders.

Milford is proud to have been named the Morningstar KiwiSaver Category winner New Zealand 2013. According to Morningstar, Milford “maintains a very high standard for investor engagement, transparency, disclosure and overall investor experience.  These essential characteristics are complemented by strong results – Milford KiwiSaver Balanced was the best-performing option in Morningstar’s database in 2012, while the Active Growth was the best-performing single-sector option.”

Milford was also named a finalist for the 2012 Morningstar Fund Manager of the Year, the Domestic Equities Fund Manager of the Year and the KiwiSaver Fund Manager of the Year. 

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Please click here to view a copy of our Milford Unit Trust PIE Funds Investment Statement 19 April 2013.

A prospectus for the Milford Unit Trust PIE Funds was registered with the Registrar of Financial Service Providers on 19 September 2012, and a prospectus for the Milford Global Fund was registered with the Registrar of Financial Service Providers on 15 March 2013.  Please contact Milford if you wish to obtain a copy of the prospectus. 

We have three Investment Options:

Unit Trust PIE Funds

We have five PIE registered Funds: Milford Trans-Tasman Fund,  Milford Global Fund, Milford Active Growth Fund,  Milford Balanced Fund and Milford Income Fund.

Private Portfolios

Private Portfolios are portfolios of investments tailored to clients risk profiles and requirements for growth, income and capital preservation.

KiwiSaver

The Milford KiwiSaver Plan has three Funds available to New Zealand investors: The Milford KiwiSaver Active Growth Fund, Balanced Fund and Conservative Fund. Click here to switch to Milford.