View PerformanceTrans-Tasman Bond Fund

Trans-Tasman Bond Fund

Fund Overview

Investment Objective
The Milford Trans-Tasman Bond Fund’s objective is 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

You are investing $70K Private Wealth Account

Get convenient and helpful digital advice on Milford Investment Funds.

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

Managing the Trans-Tasman Bond Fund

Anthony Ip Portfolio Manager
Ian Robertson Senior Analyst
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