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Milford Kiwisaver Balanced Fund (0P0000OMN1)

New Zealand

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3.453 -0.020 -0.45%

31/10 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 1.62B

Type: Fund

Market: New Zealand

Issuer: Milford Funds Limited

Asset Class: Equity

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0P0000OMN1 Overview

On this page you'll find an in-depth profile of Milford Kiwisaver Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000OMN1 among other information.

Investment Strategy

The Fund is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest 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

Web www.milfordasset.com

Top Executives

Name	Title	Since	Until
Mark Riggall	Portfolio Manager	2017	Now
Biography	Mark is a Portfolio Manager for Milford. Prior to joining Milford in November 2014, Mark spent 11 years with Morgan Stanley in London and Hong Kong as an equity derivatives trader. In Hong Kong he had responsibility for the Asia ex-Japan index derivatives business, running multiple regional derivative portfolios. Prior to that in London he ran a global equity derivatives portfolio in addition to a UK equity derivatives portfolio. Mark has a Masters of Engineering degree from the University of Bath, UK.
Paul Morris	Executive Director	2017	Now
Biography	Paul joined Milford in February 2016, he is Deputy Chief Investment Officer and the Portfolio Manager of a number of Milford funds. Paul has over 25 years’ experience in global and Australasian financial markets. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010 where he was Head of Portfolio Strategy. Paul has a Masters in Aeronautical Engineering from Queens University in Belfast.
Jonathan Windust	Portfolio Manager	2010	2017
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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford KiwiSaver.	3.453	-0.020	-0.45%