Working in Partnership

By: Craigs Investment Partners  06-Dec-2011
Keywords: Investments, Portfolio Reporting

Portfolio Reporting

Detailed reporting on the performance of specific investments in the Trust. This can help maintain transparency and with regular review of trusts investments, ensures accordance with the Trust Deed.

Want to find out more?

Like any industry, farming has its ups and downs and external factors such as a change in commodity prices and exchange rates can affect your revenue.

Therefore you may want to consider investing beyond the farm to help you preserve and grow your capital in a diversified manner. Diversification can spread the risk of all your investments underperforming because of a ‘bad year on the farm’.

By investing beyond the farm you can:

  • Minimise the effect of inflation eroding the value of your investments
  • Spread the risk of having ‘all your eggs in one basket’
  • Source an income stream from beyond the farm
  • Help mitigate the changes in your asset value and income from the fluctuations in currency and commodity prices
  • Maintain the real spending power of your savings

Want to find out more?

Read our introduction guide
Read our FMG strategic alliance brochure
Read our brochure

Keywords: Investments, Portfolio Reporting

Contact Craigs Investment Partners


Print this page

Other products and services from Craigs Investment Partners


Wealth Management Solution, Investment Management Portfolio, Private Wealth Management : Our Wealth Management Services

Our private Wealth Management Services are for individuals and organisations looking to create, grow and sustain their wealth with the right level of investment, advice, management and support from a team of professionals. Only after formulating the most appropriate asset allocation for you will your Investment Adviser consider the specific investments to be included in your portfolio.


Pro Active Portfolio Management, Managed Portfolio System : Managed Portfolio Service

If your Investment Adviser does not have all relevant information concerning your financial situation, needs and goals as well as your tolerance for risk then the advice that your Investment Adviser provides may not be suitable to you. You also benefit from a range of investment opportunities and research only available to our Managed Portfolio Service clients, our most comprehensive performance reporting service.