“An impressive investment team and consistent process combines into a quality strategy.” That’s high praise from an outfit like Morningstar. Since 2007, our Trans-Tasman Equity Fund has consistently delivered strong investment returns, through a variety of market cycles. By investing in both growth stocks and value stocks, across New Zealand and Australia, the fund has the flexibility to pull multiple levers to manage risk and pursue excess returns. If you and your investors are looking to update your Australasian equities exposure, then have a look at what Morningstar has to say about our Trans-Tasman Equity Fund.
Past performance is not a guarantee of future performance. Please read the Milford Product Disclosure Statement before investing.
Morningstar disclaimer: Milford Trans-Tasman Equity Fund received Morningstar Analyst Rating™ of Silver as of 23/07/2020. © 2020 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”).
