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Milford Diversified Income Fund (0P0000OMN4)

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1.876 -0.003    -0.14%
15/04 - Delayed Data. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Issuer:  Milford Funds Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.68B
Milford Diversified Income 1.876 -0.003 -0.14%

0P0000OMN4 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.
Category

Multisector - Moderate

Total Assets

2.68B

Expenses

Inception Date

Apr 01, 2010

Contact Information

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

Top Executives

Name Title Since Until
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 Now
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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