OBJECTIVE. To hold a diversified portfolio of assets to generate an increasing income stream for distribution to shareholders in the form of fully franked dividends and to provide growth in the value of the shareholder’s investments.

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INVESTMENT PHILOSOPHY. Milton is a long-term investor in companies, trusts, interest bearing securities and real property. Milton seeks to invest in well-managed companies and trusts with a profitable history and with the expectation of sound dividend growth.

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FEATURES. A collective investment vehicle in a corporate structure.

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