Trans-Tasman Bond Fund - Milford Asset

Trans-Tasman Bond Fund

Since inception return

1 year return

Risk Profile

Lower risk Higher risk

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Potentially
lower returns
Potentially
higher returns

Target Income / Growth Assets

-%/-%

Base Fund Fee
(estimated)

-%

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This Fund is for investors seeking:

• Positive, low volatility returns over at least 3 years

• Quarterly income from their investment

• A lower risk investment

• Exposure to primarily trans-Tasman fixed interest securities.

Quarterly Fund Update Monthly Fact Sheet
Paul Morris, Portfolio Manager

Paul joined Milford in February 2016 and is the Portfolio Manager of a number of Milford funds. Paul has over 20 years’ experience in global and Australasian financial markets. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010. Paul has a Masters in Aeronautical Engineering from Queens University in Belfast.

Ian Robertson, Senior Analyst

Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments. He is the Co-Portfolio Manager of the Trans-Tasman Bond Fund, the Global Corporate Bond Fund and the Cash Funds. Prior to joining Milford Ian worked at ANZ Bank New Zealand, most recently in the Specialised Finance team originating, structuring and executing leveraged transactions. Before returning to New Zealand in 2014, Ian spent seven years at a UK fund manager as a Credit Analyst investing in European and US leveraged loans and high yield bonds. He has also worked on advisory, restructuring and formal insolvency appointments at PricewaterhouseCoopers in Auckland and London. Ian has a Bachelor of Commerce (Hons) majoring in Finance from the University of Auckland.

  • How do distributions work?

    Some of our funds pay distributions at set intervals.  Distributions are  a way for some of the fund’s returns to be paid out to investors, in the form of cash payments.  The portfolio managers have set the distribution amounts at levels they feel are sustainable, given the current and expected future environment.  The amount paid to each investor is based on the number of cents per unit held.

    If you are investing into a fund that pays regular distributions but opt not to receive the cash, it will instead be reinvested and used to purchase additional units in that fund.

    Distributions from the funds are non-taxable events and are not treated as income for tax purposes.

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