Welcome to
Milford Asset Management

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

Milford has  been awarded the Chapman Tripp Fund Manager – Equities 2012 Award at the New Zealand Herald INFINZ Industry Awards. We also won this award in 2010 and 2011.

Milford Asset Management was also a finalist in three categories of the Morningstar 2012 awards.  Milford was named a finalist for the Fund Manager of the Year, the Domestic Equities Fund Manager of the Year and the KiwiSaver Fund Manager of the Year.  Last year Milford won the Domestic Equities Fund Manager of the Year award, and was a finalist in the KiwiSaver Fund Manager of the Year.

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We have three Investment Options:

Unit Trust PIE Funds

We have four PIE registered Funds: The Milford Balanced Fund, The Milford Active Growth Fund, The Milford Trans-Tasman Fund and The 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 two KiwiSaver Funds available to New Zealand investors: The Milford Active Growth KiwiSaver Fund and The Milford Balanced KiwiSaver Fund. Click here to switch to Milford.