Click here to download your copy of the Annual Performance Report for the year ended 31 March 2024….
Kia Ora and welcome to Milford Foundation News and Updates
50% of all funds donated will be invested and grown for future granting, utilising Milford Asset Management's proven active management and investment expertise approach to materially grow the capital of funds donated. This will enable us to over time, make a significant granting impact for our charity partners to deliver on our aligned objectives.
In our funds management business we carefully research companies before making any initial investment. We subsequently work hard to continually monitor and assess those companies, ensuring we understand how they can maximise their potential. This same investment rigour and due diligence process in firstly funding and then providing ongoing supportive engagement with our charity partners will be applied here.
We know that giving to charities is part of the Kiwi way, and often it is our emotion that drives us to donate and be part of a recipients journey. But as custodian of donations to pass onto those who need them, we are also committed to using our analytical expertise to achieve maximum social return for the donations we manage.
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.