View PerformanceTrans-Tasman Bond Fund

Trans-Tasman Bond Fund

Fund Overview

Investment Objective
To generate a positive, low volatility return* that exceeds the relevant benchmark over the minimum recommended investment timeframe

Investment Strategy
Primarily invests in trans-Tasman fixed interest securities.

*After the base fund fee but before tax and before the performance fee (if applicable).

This fund is for investors seeking

Positive, low volatility returns over at least 3 years

A lower risk investment

Exposure to primarily trans-Tasman fixed interest securities

Would you like some help selecting your investment fund?

How much would you like to invest

$1K
$50K
$100K
$500K+
You are investing $70K Wealth Management Account

Get convenient and helpful digital advice on Milford Investment Funds.

Investing over $500,000? Take a look at our Wealth Management services or get convenient and helpful digital advice.

Managing the Trans-Tasman Bond Fund

Anthony Ip Portfolio Manager
Ian Robertson Head of Investment Operations
Paul Morris Portfolio Manager & Deputy CIO

Trans-Tasman Bond Fund

Get more information about investing in the Trans-Tasman Bond Fund

Ready to invest in the Trans-Tasman Bond Fund

Upcoming scheduled maintenance: our client portal, mobile app and online tools will be unavailable from 4 – 5pm on Thursday 16 April. We apologise in advance for the inconvenience.