| 1 Month | 1 Year | Since Launch | |
|---|---|---|---|
|
Capital Portfolio |
3.60% |
9.66% |
8.14% |
|
Grants Portfolio |
0.31% |
5.06% |
3.79% |
Our purpose is to create a sustainable future for the future generations in this country to prosper.
Through a combination of investment expertise, our generous donor community, a commitment to efficiency, effectiveness and transparency, and strong partnerships, we can – and will – make a meaningful impact for New Zealand’s future generations.
We work alongside our charity partners to ensure quantifiable impact. Whilst providing support in the form of financial resources, we will also give of our time and provide ongoing stewardship.
We use Milford's tried and trusted investment rigour and due diligence process in choosing appropriate charity partners to support.
50% of every dollar donated will be granted and 50% of every donated dollar will be grown for future granting. Milford has a proven track record of using its investment expertise and active management approach to materially grow the capital of its clients. The same long term investment approach in managing the Milford Foundation's investments will be applied, maximising return on donations received ensuring the longevity of the Milford Foundation is maintained.
The outcome from holding ourselves to account and our ongoing engagement with our charity partners will be a successful Foundation that will undoubtedly make a meaningful ongoing social and environmental impact in New Zealand.
Our rangatahi and mokopuna are the future leaders and guardians of Aotearoa. We will work with charitable partners who see the value in our youth, harnessing their energy, and providing them with the opportunities to play an integral role in the growth of our country now and in the future.
Every New Zealander has the right to a good education so that the dreams and ambitions they set for themselves can be realised. We support those working to enhance education and provide knowledge for the youth of Aotearoa, allowing them the freedom of choice for a prosperous future. In a highly targeted fashion, the Foundation will partner with charitable organisations specifically addressing the widening achievement gap currently found in the education system.
The environment plays a vital role on life in Aotearoa. That’s why we are committed to working with like-minded charitable partners who work hard to safeguard our natural environment, particularly as it pertains to how we manage, minimise and mitigate the impacts of waste in our broader environment.
The environment plays such a vital role in Aotearoa’s long-term prosperity and success.
From time to time, and often in times of crisis, we understand that financial help can be hard to find. The Milford Foundation will ensure that funding is available in times like these to provide support as and where the greatest impact can be made.
The Milford Foundation is managed by a dedicated team of Milford Asset Management professionals with a proven professional track record. It is these same people working to make a meaningful impact in Aotearoa.
Find out more about us here.
