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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.
Funds Granted

$1,888,500

(NZD Value) May 31, 2022
Graeme Dingle Foundation $345,000
0800 What’s Up $345,000
Graeme Dingle Foundation - Career Pathways Pilot$50,000
Manukau Urban Maori Authority - Food Bank$247,000
The Fono Trust - Food Bank$247,000
The Village Community Services Trust$347,000
Christmas Giving 2021$50,000
The Puhinui Regeneration Project$240,000
The Special Children’s Christmas Parties$17,500
Funds Growing

$6,514,000

(NZD Value) May 31, 2022
to May 31, 2022
1 Month 1 Year Since Launch
Capital Portfolio
-1.66%
2.57%
6.28%
Grants Portfolio
0.14%
0.82%
0.72%
Another challenging month for markets, with global shares finishing the month unchanged, although it took a late month 7% rally off the lows to do so. This type of move has been commonplace this year and will likely persist in the coming months - big swings up and down. One silver lining last month was a pause in the global bond market sell-off. With many interest rate hikes now factored into bond prices, there are some good opportunities emerging to invest. The Portfolio has been increasing exposure to NZ bonds as well as selected global corporate bonds that can deliver high single digit yields. The Portfolios share exposure has also changed, with a significant reduction in exposure to global growth companies as these are most at risk from further declines in valuation. Looking ahead, further volatility is likely with the Portfolio retaining its defensive stance of around 50% exposure to shares. Increased exposure to bonds should also start to offer some steady returns on the other side, helping mitigate any further broad falls in share markets.
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.

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The Milford Foundation has been borne out of a desire to make a significant positive impact for our communities and to help build a stronger New Zealand.

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

Youth

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.

Environment

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.  

Education

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.

 

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 Partners

Camberley school-1
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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.

We are heartbroken over the loss of a driving force and advocate for the Milford Foundation, Brian Gaynor. He was a profoundly passionate leader and philanthropist who was committed to improving the lives of New Zealanders. Brian was passionate about the Milford Foundation and in his words, wanted to ensure it would become one of the best charities New Zealand has ever had. We will do everything we can to ensure that we make Brian proud.

Kia okioki ia i runga i te rangimarie

May he rest in peace.