Investment Strategy Review

The Portfolio Manager, investment team members and Directors hold formal Fund meetings up to four times per annum, and informal reviews more regularly – on a weekly, often daily and as required basis. The formal review includes an assessment of the Fund’s portfolio of investments with regard to limits, market environment, fund objectives and strategy. The investment team regularly produces detailed public presentations on the Fund’s underlying holdings/investments these can be found on our website at: https://www.globalsharesfund.co.nz/home