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Sharemarket

Read about our Sharemarket Portfolio

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Sharemarket
Our Portfolio

As at 31 March 2024 the Trust had $3.3 million invested on the NZ and Global Sharemarkets.  The portfolio of shares is managed by Craigs Investment Partners and the allocation of the portfolio to various investments is 39% NZ Equities, 20% Australian Equities, 39% International Equities and 2% Cash.