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Devon Trans-Tasman Fund

22984
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0.00
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  • Previous Close

    0.00

  • Net Assets

    121.56m

  • Yield

    3.61%

  • Front load

    0.00

  • Expenses

    -

  • Category

    Equity Region Australasia

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Devon Funds Management

Fund Style

Open

Fund Manager

Slade Robertson

Investment Style

Large Blend

The Manager will invest in a portfolio of well-researched companies, predominantly listed on the New Zealand and Australian Stock Exchanges. These investments will tend to be in companies that operate in areas of the economy where there is structural growth and where a company has a sustainable competitive advantage over its competition. The Manager will also seek out short-term opportunities. Where there are few compelling investment opportunities, the Manager will invest in cash or cash equivalent securities.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA NA
Initial Purchase: AIP 2,000

Inception

20/09/1998

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