Wedge Trans-Tasman Bond Fund
A single asset class fund investing in a diversified portfolio of New Zealand and Australian fixed interest securities issued by governments, agencies, banks and companies.
$10,000 Invested Since Inception
Fund Performance As at 30 June 2026| 1 Month | 1 Year | 3 Years* | 5 Years* | Since Inception* | |
| Wedge Trans-Tasman Bond Fund | 1.18% | NA | NA | NA | 1.81% |
|---|
Inception: 15 February 2007
* Per annum
Returns are after all fees and before tax
Key Features for the Fund
Aims to provide investores with income and modest capital growth over the medium to long term
Single asset Fund, which typically invests in New Zealand and Australian fixed interest securities
Investment objective of generating returns in excess of its composite benchmark of New Zealand and Australian bond indices by 0.5% per annum before fees and expenses
Investors should expect returns and risk commensurate with the New Zealand and Australian bond markets
Suitable for investors with a minimum 3 year investment horizon
Target
investment
mix
Typically invests in New Zealand and Australian fixed interest securities issued by governments, agencies, banks and companies. The Fund aims to provide income and modest capital growth over the medium to long term, and has an investment objective of generating returns in excess of its composite benchmark of New Zealand and Australian bond indices by 0.50% per annum before fees and expenses over the medium to long term.
Minimum suggested time frame
The target investment mix reflects our expectations over the course of an economic cycle and should be considered as a general indication only. We are an active manager and may at times apply investment strategies that differ from the investment mix but are within the investment guidelines of the fund. The current investment mix (together with the target investment mix) is available in the quarterly fund updates.
Download the fact sheet and/or quarterly fund updates for this fund
Dave McLeish
Founder and Managing DirectorBio to come
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