Why invest with Milford?
Milford recently launched "The Investor's Rights" which detail fundamental rights that we believe every investor should expect from organisations who look after investors' money. The seven Investor's Rights are set out below.
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The right to have someone you can trust looking after your money.
The right to know your investment manager will act in your best interests.
The right to know exactly where your money is being invested.
The right to know the value of your investments at any time.
The right to sell your investments without penalty.
The right to expect your investment manager to make decisions designed to protect and grow your investment.
The right to fair and reasonable fees with a "pay for performance" philosophy.
Milford Asset Management has brought together some of the country's most experienced and respected investment experts, each with an impressive track record for making quality financial decisions.
Our investment team, led by Executive Director Brian Gaynor, is committed to protecting and building the wealth of our clients.
Our investment focus is on companies that we believe demonstrate the highest levels of corporate governance and a strong commitment to their stakeholders.
And if we believe our standards are not being met we will seek change or sell our shareholding in an effort to protect your investment in the process.
Milford Fund's investors receive monthly fund updates outlining the investment holdings of the Fund and the percentage value that each investment holding represents against the total value of the fund.
Our monthly updates also include details of the fund's performance and market performance.
Milford investors are able to view the value of their investments and a history of all your transactions at any time online.
In addition investors are mailed six monthly transaction statements.
Unlike some other institutions, Milford Asset Management does not penalise investors if your financial situation changes and you need to liquidate assets.
Milford investors are able to sell all or a part of your holdings at any time without penalty.
We constantly assess everything that affects the value of your investments. This includes proactively altering our investment strategy if our view of the market, a company's management or trading conditions change.
Milford's policy of seeking to protect investors' capital means when we believe markets will fall significantly we don't expect our clients to simply weather the storm. Instead, we act to preserve your capital.
Milford charges a capped management fee depending on the type of investment fund.
This fee covers the normal operating costs associated with managing the fund and making investment decisions (including audit, trustee, registry and legal fees). It excludes brokerage and any performance fee. A performance fee is only charged if the fund exceeds its stated investment goals.