Trans-Tasman Bond Fund - Milford Asset
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

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You are investing $70K Private Wealth Account

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Managing the Trans-Tasman Bond Fund

Ian Robertson Senior Analyst
Paul Morris Portfolio Manager & Deputy CIO

Trans-Tasman Bond Fund

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