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1.947
-0.001
-0.06%
20/11 - Closed. Currency in NZD
- Morningstar Rating:
- Total Assets: 2.81B
Milford Diversified Income
1.947
-0.001
-0.06%
- Overview
- Profile
- Historical Data
- Holdings
Milford Diversified Income Fund Overview
On this page you'll find an in-depth profile of Milford Diversified Income Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000OMN4 among other information.
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
Auckland,
New Zealand
Phone
0800 662 345
Fax
09 921 4709
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anthony Ip | Portfolio Manager | 2024 | Now |
| Biography | Anthony joined Milford in May 2023 as a fixed income portfolio manager based in Sydney. Anthony has over 18 years of experience in credit trading and research across Australia and Asia. Prior to joining Milford, Anthony managed the Australian credit trading business for Citigroup in Sydney. Prior to that, Anthony spent two years at Deutsche Bank Australia where he was a sellside credit strategist. Anthony started his career in Hong Kong where he spent 8 years as a credit analyst at Goldman Sachs, during which his focus was on the China market, Asia EM and illiquid credit. Anthony has a Bachelor of Commerce majoring in finance and accounting from the University of New South Wales. | ||
| Paul Morris | Executive Director | 2021 | 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. | ||
| Danniel Simmons | - | 2021 | 2024 |
| David Lewis | Portfolio Manager | 2016 | 2021 |
| 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 | 2019 |
| 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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