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)

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You are investing $70K Private Wealth Account

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Managing the Trans-Tasman Equity Fund

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

Trans-Tasman Equity Fund

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