Milford Global Equity Fund

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Aggressive fund
Annual fees
1.35%
Returns after fees
11.94%

Research identified investments in companies of concern and positive outcome companies inside this fund

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Companies of Concern

12 companies within 5 concerns

13.83% of this fund is invested in these 12 companies of concern whose activities cause serious harm to people or the planet, as per the criteria in Mindful Money's methodology.

  • Animal Cruelty

    3.34% of fund

    • Shell
      3.05%
    • LVMH Moët Hennessy Louis Vuitton Se
      0.30%

  • Environmental Harm

    3.77% of fund

    • Shell
      3.05%
    • Coca-Cola Bottler
      0.72%

  • Fossil Fuels

    7.85% of fund

    • Shell
      3.05%
    • National Grid PLC
      1.86%
    • Rio Tinto
      1.24%
    • Show 2 more companies Show less companies

  • Human Rights Violations

    4.64% of fund

    • Meta Platforms, Inc.
      2.21%
    • Rio Tinto
      1.24%
    • Thermo Fisher Scientific
      0.85%
    • Show 1 more companies Show less companies

  • Weapons

    1.56% of fund

    • Transdigm Group, Inc.
      0.96%
    • Walmart, Inc.
      0.60%
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Fund provider response

At Milford, we are acutely aware of our capacity as shareholders to drive positive change. Rather than just avoid harm, we believe it is our duty to use our seat at the table to help drive the transition to a more sustainable future. We use our detailed research to enable educated conversations with the companies we invest in and push them to deliver better outcomes via sustainability targets, action and reporting. Please see our website for a deeper explanation of our approach and examples in our latest engagement activities and outcomes report: https://milfordasset.com/Engagement-Activity-and-Outcomes

About this information

This data is compiled by Mindful Money from the fund information and portfolios that each Managed fund has filed with the Disclose register for 31st March 2026 and Mindful Money analysis of funds within those portfolios.

The categories of concern and positive outcomes are based on definitions used in Mindful Money’s Methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Lists of companies of concern and positive outcome companies have been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern or bring about more than one positive outcome.

Mindful Money uses the term Mindful Fund as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.