Image

Sharemarket

Read about our Sharemarket Portfolio

Image
Sharemarket
Our Portfolio

As at 30 June 2019 the Trust had $1.525 million invested on the NZ and Global Sharemarkets.  A drawdown of $1 million was processed in 2018 to enable the purchase of Te Waiwhero Gold Kiwifruit orchard. The portfolio of shares is managed by Craigs Investment Partners and the allocation of the portfolio to various investments is outlined as per graph.