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Milford Dynamic Fund (0P00010271)

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3.539 -0.010    -0.27%
20/11 - Delayed Data. Currency in NZD
  • Morningstar Rating:
  • Total Assets: 774.49M
Type:  Fund
Market:  New Zealand
Issuer:  Milford Funds Limited
Asset Class:  Equity
Milford Dynamic Fund 3.539 -0.010 -0.27%

0P00010271 Overview

 
On this page you'll find an in-depth profile of Milford Dynamic Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00010271 among other information.
Category

Equity Region Australia

Total Assets

774.49M

Expenses

Inception Date

Oct 01, 2013

Investment Strategy

The Fund primarily invests in small to mid-cap Australasian equities. It can borrow, short-sell securities and use derivatives.

Contact Information

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

Top Executives

Name Title Since Until
Michael Higgins Portfolio Manager 2018 Now
Biography Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.
William Curtayne - 2013 Now
Biography William joined Milford in 2010 and is primarily based in Auckland after working in Milford’s Sydney office for seven years since its establishment in 2014. William focuses mainly on Australian equities as the Portfolio Manager of the Milford Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co-Portfolio Manager of the flagship Milford Active Growth Fund. William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high-quality investment ideas. William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.
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