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Milford Diversified Income Fund (0P0000OMN4)

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1.910 +0.002    +0.11%
20/10 - Closed. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Issuer:  Milford Funds Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.82B
Milford Diversified Income 1.910 +0.002 +0.11%
Category

Multisector - Moderate

Total Assets

2.82B

Expenses

Inception Date

Apr 01, 2010

Investment Strategy

The Fund is a diversified fund that primarily invests in fixed interest and equity income-generating securities. It can short-sell securities and use derivative products.

Contact Information

Address 41 Shortland Street
Auckland,
New Zealand
Phone 0800 662 345
Fax 09 921 4709
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Top Executives

Name Title Since Until
David Lewis Portfolio Manager 2016 Now
Biography David is Deputy Head of Investments and Portfolio Manager. David joined Milford in 2013 from Merrill Lynch where he worked in Sydney and London for eight years in a variety of areas including credit research, emerging market research, and principal investments in high yield/distressed credit. Prior to this, David spent four years as a fixed income analyst at BT Funds Management and Principal Global Investors, based in Sydney and London. David has a Bachelor of Commerce in Economics from the University of Canterbury, a Master of Commerce in Finance from the University of Sydney, and is a CFA Charterholder.
Jonathan Windust Portfolio Manager 2010 Now
Biography Jonathan is the Deputy Head of Investments, Portfolio Manager. Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.
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