Newsletter – July 2023

This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.

Our theme this month is shareholder voting and highlighting a few recent votes on resolutions that Booster, as the manager of your investments, has made on your behalf.