Situated ‘ down under’, neighboring countries – Australia and New Zealand – utilize their strong characteristics to drive their separate economies. Their exports consistently provide for the needs of over half of the world’s population located in the Pacific Rim.
Additionally, you may be familiar with the popularity of these countries as tourist destinations and for their excellent wines, but may not be thinking about how tourism and the wine industry, along with their other exports, positively impact these economies.
Australia has many exports which include metals, minerals, fossil fuels and agricultural derivatives. Their technological growth opens unparalleled opportunities for the Australian economy. As new technology is designed and adopted, Australia is also developing advanced financial and service sector capabilities.
Primarily focused on producing agricultural products, New Zealand is a key provider of goods to the southern Pacific Rim. In addition, the country has specialty manufacturing and service sectors. Over the past decade, healthcare, education, technology, and tourism have grown significantly.
In addition to the economic attributes, Australia and New Zealand both have strong democratic governments, established rule of law, and transparent economies, making them prime countries for foreign investments.
Both governing bodies:
- Provide support for local investments
- Afford business friendly platforms
- Encourage public ownership
- Display historically strong national finances
Through relationships with business and government leaders, the investment managers of the Australia/New Zealand Fund seek to learn more about each country’s economy to enable decisions about investing in companies, so you have opportunities to bring it home.
The Australia/New Zealand Fund Investment Objective
The Australia/New Zealand Fund strives to provide long-term capital appreciation and current income by investing primarily in equity and debt securities of Australian or New Zealand issuers.
By learning the nation, knowing the people, identifying the needs, and determining who the companies are that are involved in providing the needed products, goods, and solutions, the Australia/New Zealand Fund tries to remain in the pathway of progress.
Risks of Investment
Learn about the principal risks of investing in the Australia/New Zealand Fund, which includes market, foreign security and geographic risk.