Investment funds / non-KiwiSaver / Shares / Australasia
The Milford Trans-Tasman Equity Fund primarily invests in Australasian equities. The Fund’s objective is to provide capital growth after management and administration charges but before tax and before the performance fee by outperforming a mix of two relevant share market indices over the minimum recommended investment timeframe of five years. It is primarily invested in Australasian equities.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.