Growing grants and koha through investment expertise and charitable partner oversight

The Milford Foundation aims to help strengthen the future of the communities within Aotearoa, New Zealand by leveraging Milford’s financial resources, investment expertise and commercial discipline.
Money Granted/Committed to Grant


(NZD Value) October 31, 2023
Graeme Dingle Foundation
0800 What’s Up
Graeme Dingle Foundation - Career Pathways Pilot
Manukau Urban Maori Authority - Food Bank
The Fono Trust - Food Bank
The Village Community Services Trust
Christmas Giving 2021 and 2022
The Puhinui Regeneration Project
Milford Foundation Scholarship Programme
Funds Growing


(NZD Value) October 31, 2023
to October 31, 2023
1 Month 1 Year Since Launch
Capital Portfolio
Grants Portfolio
For the third month in a row, we had broadly weaker share markets, coupled with weaker bond markets – particularly long-term bonds. The Portfolio has been positioned to cushion against the risk of this type of price action, with a much-reduced exposure to shares (around 20% lower) and an aversion to owning longer-term bonds. As a result, the Portfolio has cushioned some of the negative performance from moves in underlying asset prices in the past three months, including October. Falling bond and share prices are offering some compelling investment opportunities. Concerns over global economic weakness temper enthusiasm for shares, but cheaper valuations have allowed for a modest increase in share exposure. Meanwhile, we continue to be excited about the return opportunities in intermediate term (2-5 year) corporate bonds. Yields of 7%, 8% or 9% are the kind of long run returns that shares tend to offer (global shares have rallied 7% per year on average for the past 30 years). Yet, these bonds have much lower volatility compared to shares, and if we do have economic weakness, these bonds will likely fare much better as their performance is less tied to short term earnings fluctuations. The Portfolio continues to find opportunities in currencies and interest rate positions across different regions, as global economies continue to diverge.
1. Held in a selection of Milford Funds Providing a Balanced Growth strategy since 22 March 2021.

2. Held in the Milford Cash Fund (A mix of cash and cash equivalents) since 11 February 2021.

Buckets of Love

The Milford Foundation is delighted to be holding our Buckets of Love special charities campaign again this year. Last year we raised a total of $81,441 for four charities.

This year we have three amazing charities you can choose to donate to. Every dollar donated by you will be matched by both Milford and the Milford Foundation.

Enjoy some Island time this Christmas

The Milford Foundation, in conjunction with Foxes Island Wine is proud to present this beautiful two pack of Artist Series wine – wrapped and ready to gift.

For just $130, this is amazing value. PLUS 20% of every purchase will be gifted to the Foundation by the fantastic team at Foxes Island.

Investing in the future of Aotearoa New Zealand, creating opportunities for generations to follow

Our purpose it 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.

Strong and meaningful partnerships

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.

A focus on transparency

We use Milford's tried and trusted investment rigour and due diligence process in choosing appropriate charity partners to support.

Investment expertise

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.

A meaningful impact for Aotearoa's future generations

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 Granting Pillars


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.  

One-off Grants

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.


Our Team

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.

Want to read more about us?

Download our brochure below.