View PerformanceTrans-Tasman Equity Fund

Trans-Tasman Equity Fund

Fund Overview

Investment Objective
To provide capital growth* by outperforming a mix of two relevant share market indices over the minimum
recommended investment timeframe.

Primarily invests in Australasian equities with the ability to invest in international equities opportunistically.

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

This fund is for investors seeking

Capital growth over at least 8 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)

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 Equity Fund

Sam Trethewey Portfolio Manager
Wayne Gentle Chief Investment Officer & Executive Director

Trans-Tasman Equity Fund

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

Ready to invest in the Trans-Tasman Equity Fund