Trans-Tasman Share Fund
The fund aims to provide the potential for capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 5% per year above inflation over any 10-year period.
There will be significant movements up and down in the value of the fund.
The fund invests in equities listed on either the Australian or New Zealand stock exchanges.
The risk indicator is rated from 1 (low) to 7 (high).
The rating reflects how much the value of the fund’s assets goes up and down – the 'volatility'. A higher risk generally means higher potential returns over time, but more ups and downs along the way.
While risk indicators are usually quite stable, they do shift from time to time. Check the most recent risk indicator for this fund in the latest quarterly fund update.
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