Newsletter – June 2022

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.

Recent Bank Failures: Looking through the headlines to find perspective.

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.