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Overview of the Fund |
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What we like about companies in our portfolio |
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Company case study: Mainfreight |
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Keen to learn more about this Fund? |
One of the things that appeals to our clients about investing in New Zealand is familiarity. The companies in the Fund are all household names and chances are you have used their product/service at some point. This helps our clients have a greater appreciation of what they are actually investing in.
The Fund doesn't mirror the New Zealand share market — rather it represents our "best ideas" — including what we think are the companies with the most attractive prospects for future earnings growth. This approach has worked successfully and the Fund's performance has bettered the market since inception*.
*past performance is not necessarily indicative of future returns. Returns can be positive or negative and returns over different time periods may vary. No returns are promised or guaranteed.
Case Study
Sam describes the appealing aspects of Mainfreight
What does it do?
Mainfreight is a global supply chain logistics provider, specialising in the handling of freight that is less than a container load. It provides customers with a full range of logistics services that include managed warehousing, domestic distribution, metro and wharf cartage and international air and sea freight operations all linked by technology with full supply chain transparency.
Why do we own it?
Mainfreight is a well-run company with a special team culture. It continues to open new trade lanes as it spreads its logistics footprint ever wider. Growth will come organically and through judicious acquisitions as it works towards its goal of becoming a global logistics provider with businesses operating in 186 branches throughout New Zealand, Australia, Europe, Asia, and the United States.
