Adviser Advantage Session: Markets In Focus: Milford Asset Management
Thu, 20 Nov
|Zoom
Milford, a leading New Zealand active manager with A$28bn+ FUM, has grown strongly in Australia since 2014. Their Dynamic Small Companies Fund, recently added to Lifestyle's APL, is gaining adviser traction as a satellite allocation. NSW Regional Manager Katharine Jackson supports advisers with 15+
Time & Location
20 Nov 2025, 11:00 am – 12:00 pm
Zoom
Guests
About the event
Milford is one of New Zealand’s most awarded active managers and has been operating in Australia since 2014, working alongside investors and advisers with A$28bn+ in FUM and a proven, research-led approach.
One of Lifestyle Asset Management’s most recent APL additions, the Milford Dynamic Small Companies Fund, has been gaining significant traction, with advisers increasingly using it as a satellite allocation to complement core exposures. The Fund aims to deliver superior long-term performance with less risk than the benchmark and peers, consistently reliable rather than occasionally exceptional.
Katharine Jackson joined Milford in February 2020 and is the Regional Manager for NSW. She is responsible for growing relationships with financial advisers, wealth management firms, and investment consultants. She has over 15 years of financial services experience with specialist knowledge in distributing fixed income, equity, and absolute return funds.
Prior to joining Milford, Katharine spent over four years at Macquarie Investment…