Milford believes in charging fees that are fair, competitive and transparent. We have designed the portfolios for our IMA clients and our product funds to ensure that there are no hidden charges. For example in our Peak and Aggressive unit trusts we charge one all-encompassing management fee to cover all the usual expenses associated with unit trusts such as independent trustee, legal and audit costs.

We also believe in a “pay for performance” fee framework so we do not seek high annual management fees but we do charge a performance fee based upon exceeding certain benchmarks in our pooled products.