Milford strengthens its specialist investment offering in Australia, unveiling three new funds this year

The Milford Group team

Specialist investment firm Milford has announced a lineup of additional domestic and global funds following a process of consultation with asset consultants and advisers to identify opportunities and demand, where Milford’s investment philosophy, capability and proven track record would create value.

Launching to the market throughout 2025, the three funds will target returns across Australian and global equities and corporate bonds.

While identifying the opportunity to expand its offering, Milford recognised the importance of creating products that meet the desires of advisers and investors, while addressing key investment challenges.

In early 2024, Milford launched a substantial discovery process, engaging quantitative researchers and a panel of consultants and advisers to assess a series of strategic investment concepts – prepared by Milford – that would fill potential gaps in the market.

Ms Kristine Brooks, Chief Country Officer & Executive Director said: “By engaging extensively with advisers and researchers we gained a deeper and broader understanding of the market and identified the apex of where product was not meeting demand, including where there was significant investment need or opportunity.”

“From this investigative process we determined several areas we could create value for advisers and investors that match Milford’s extensive active management capabilities.”

“We are thrilled to unveil these new funds that reinforce our commitment to the Australian market and complement our suite of existing funds, including our Dynamic Small Companies Fund which continues to go from strength to strength,” said Ms Brooks.

Milford’s Dynamic Small Companies Fund provides capital growth by investing in small to mid-cap Australian equities. It aims to outperform the S&P/ASX Small Ordinaries Index over the minimum recommended investment timeframe. “While the fund has yet to reach its full investment timeframe journey, we are very encouraged by its performance to date,” says Ms Brooks.

Additionally, the Milford Australian Absolute Growth Fund invests in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash while the Milford Global Opportunities Fund invests in global equity securities that are attractively valued.

As Milford continues to adapt to meet market demands, its investment team will also dissolve two current fund offerings; the Diversified Income Fund and Global Real Asset Fund, delivering more capacity to pursue its new strategies.

Milford was formed in New Zealand in 2003, by an experienced group of investors who recognised the need for a company that provided locals with a world-class investment partnership. Building on its success, the Sydney office opened in 2014, and Milford now also has offices in Melbourne and Brisbane, servicing Advisers across Australia.