Trans-Tasman Equity Fund - Milford Asset

Trans-Tasman Equity Fund

Since inception return

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p.a. as at -

Returns since - after fees and before tax

1 year return

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As at -

After fees and before tax

Risk Profile

Lower risk Higher risk

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Potentially
lower returns
Potentially
higher returns

Target Income / Growth Assets

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Base Fund Fee
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Plus performance fee

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This Fund is for investors seeking:

• Capital growth over at least 5 years

• A higher risk investment

• Exposure to Australasian equities with a focus on out-performing the S&P/NZX 50 and S&P/ASX 200 indices (100% NZD-hedged)

Sam Trethewey, Portfolio Manager

Sam is the Portfolio Manager of the Trans-Tasman Equity Fund and the Milford New Zealand Equities Wholesale Fund. Since joining Milford in 2014, Sam has focused on conducting research analysis across listed New Zealand equities. Sam previously worked for Craigs Investment Partners as an Associate in the Equity Capital Markets team advising on a wide range of equity issuance and was also an Analyst in the Corporate Finance team at PricewaterhouseCoopers. Sam has a Masters of Business (Dist) and Bachelor of Commerce majoring in Finance from the University of Otago.

Wayne Gentle, Chief Investment Officer & Head of Australian Investments

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Portfolio Manager of the Australian Equities Wholesale and Trans-Tasman Equity Funds. He is also Co-Manager of the Australian Absolute Growth Funds. He has over 20 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and spent 10 years with JP Morgan.

Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

  • 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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