Annual fund charge
0.65%
vs peer avg 0.66%
Risk indicator
3/7
1 = lower risk · 7 = higher risk
5-year return p.a.
1.66%
peer avg 1.15%
Fund size
NZ$2.14b
0% growth · 100% income
The Fund's objective is to generate a positive, low volatility return after the base fund fee but before tax, that exceeds the relevant benchmark over the minimum recommended investment timeframe of three years. It primarily invests in trans-Tasman fixed interest securities.
About this category
Funds investing in New Zealand-issued government and corporate bonds. Generally lower-risk than equity funds; income-focused.
About Milford
New Zealand active manager with diversified, equity and fixed-income strategies.
See all funds from Milford →Head-to-head
Compare Milford Trans-Tasman Bond Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
