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  • Contact Us | FAQs
    details on our contact page Our Prospectus was amended on 10 September 2015 A copy is available from the Companies Office and by clicking here The famous 5th Century BCE philosopher Socrates is noted for his probing questioning He advises that before accepting a statement as true one should investigate who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process CONTACT US FAQs OUR FEEDBACK AND COMPLAINT PROCESS CONTACT US 6 42 Chester St West Christchurch 8013 Phone 03 364 9140 Office Hours Tuesday Friday 11am 5pm Fill in the form below to send an email enquiry Fields marked with are required Your Name Your Email Your Phone Subject Message Best way to contact you By email By phone Best time to contact you Morning Afternoon Evening Spam Protection Please don t fill

    Original URL path: http://www.investing.co.nz/Page%208/ContactFAQs.php (2016-05-01)
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  • Live Gold Chart
    Our Feedback Complaint Process February 2016 Performance Unit Trust 0 2558 Gold Metals Unit Trust 0 2998 Income Unit Trust 0 4315 Live Charts Gold Silver Platinum Please note our new address and phone details on our contact page Our Prospectus was amended on 10 September 2015 A copy is available from the Companies Office and by clicking here The famous 5th Century BCE philosopher Socrates is noted for his probing questioning He advises that before accepting a statement as true one should investigate who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process Live Gold Live Silver Live Platinum Note This website does not constitute an offer of units in any jurisdiction other than New Zealand and no action has been or will be taken by Socrates Fund Management Ltd which would

    Original URL path: http://www.investing.co.nz/Page%209/GoldLive.html (2016-05-01)
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  • Live Silver Chart
    Our Feedback Complaint Process February 2016 Performance Unit Trust 0 2558 Gold Metals Unit Trust 0 2998 Income Unit Trust 0 4315 Live Charts Gold Silver Platinum Please note our new address and phone details on our contact page Our Prospectus was amended on 10 September 2015 A copy is available from the Companies Office and by clicking here The famous 5th Century BCE philosopher Socrates is noted for his probing questioning He advises that before accepting a statement as true one should investigate who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process Live Gold Live Silver Live Platinum Note This website does not constitute an offer of units in any jurisdiction other than New Zealand and no action has been or will be taken by Socrates Fund Management Ltd which would

    Original URL path: http://www.investing.co.nz/Page%2015/SilverLive.html (2016-05-01)
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  • Live Platinum Chart
    Our Feedback Complaint Process February 2016 Performance Unit Trust 0 2558 Gold Metals Unit Trust 0 2998 Income Unit Trust 0 4315 Live Charts Gold Silver Platinum Please note our new address and phone details on our contact page Our Prospectus was amended on 10 September 2015 A copy is available from the Companies Office and by clicking here The famous 5th Century BCE philosopher Socrates is noted for his probing questioning He advises that before accepting a statement as true one should investigate who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process Live Gold Live Silver Live Platinum Note This website does not constitute an offer of units in any jurisdiction other than New Zealand and no action has been or will be taken by Socrates Fund Management Ltd which would

    Original URL path: http://www.investing.co.nz/Page%2016/PlatinumLive.html (2016-05-01)
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  • Investment Philosophy
    one reason or another one market may go down hopefully another will go up to compensate the principle of diversification However when studying investment cycles it is noticeable that major sharemarkets tend to run in cycles of approximately 33 years Adjusting for inflation for roughly half of that period markets are rising a bull market and for the other half of that time they are falling a bear market Therefore it makes sense to have an over exposure to sharemarkets during a bull phase and a significant under exposure during a bear phase In fact if one had invested in the American sharemarket roughly 50 of the total world equity market near the peaks of 1906 1929 and 1968 one would have had to wait 20 to 25 years through long bear markets and then the recoveries just to break even just to get back to where one started During those bear markets the S P 500 index lost between 74 and 94 adjusted for inflation See Irrational Exuberance by Professor Robert J Shiller on our additional reading page Therefore our strategy is to invest heavily in sharemarkets when they are in the bull phase as during the years from 1982 to 2000 and to reduce our exposure significantly when in the bear phase as with the phase that started in 2000 Property markets are dependent on economic growth for the early stages of their growth cycles In the later stages they are dependent on a combination of a bubble mentality amongst investors and a switch from sharemarket investments to property in the early stages of a bear sharemarket Consequently the fastest growth in property markets tends to come after the sharemarket turns down and investors seeing property still going up switch their investment focus from shares to property Property tends to go down in value when the economy weakens causing the bubble to burst Therefore our strategy is to invest in property when the economy of a country supports property growth and to avoid it when an economy weakens Analysis of long term cycles shows that commodities tend to grow in value when sharemarkets are in a bear phase and to lose value when sharemarkets are in a bull phase For instance while the U S and many other world sharemarkets rose from 1982 to 2000 the S P 500 index gained 18 per annum during that 18 year bull market period gold and other commodities continually lost value Gold went from over 800 an ounce in 1982 to around 260 an ounce in 2001 a 19 year bear market in commodities As sharemarkets began a bear phase in 2000 gold began its rise in 2001 to over 560 by early 2006 Therefore our strategy is to emphasise commodities during their bull markets which generally coincide with bear sharemarkets when we would reduce or avoid shares Cash and bonds respond to economic cycles as well So in addition to using cash and bonds for safety and to reduce volatility

    Original URL path: http://www.investing.co.nz/Page%2010/InvestmentPhilosophy.html (2016-05-01)
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  • Research
    20 years or so to prove that a trend is in place and to suggest that you should invest in that trend For instance if you looked at the last twenty years of the American sharemarket stockmarket you would see that it has gone up most of that time and by implication will continue to go up because that is the trend However if you look at long term trends you will get a totally different perspective Sure the American sharemarket went up from 1982 to 2000 but it went down from 92 1906 to 1921 again 94 from 1929 to 1949 and again 74 from 1966 to 1982 all in inflation adjusted terms And it s quite obvious that it started another downtrend in 2000 Therefore looking at the limited view of 20 years or so suggests we re in an uptrend but looking at a long term view of 100 or more years shows that the market is in a major downtrend Socrates Fund Management uses long term trends to develop the investment strategies for the 21st Century Renaissance range of unit trusts We have noted that market trends tend to last 16 18 years and that when sharemarkets are trending up commodities are trending down and vice versa see chart below Therefore our investment focus for the next 10 12 years is on commodities including gold and other precious metals industrial metals like zinc copper steel etc oil and foods like coffee corn sugar meat etc We will take direct positions in these commodities as well as buy shares in the companies that either produce or mine these commodities or in companies that support these operations like equipment manufacturers or distributors Once we see the commodities markets peaking which will come at a time when sharemarkets are

    Original URL path: http://www.investing.co.nz/Page%2011/Research.html (2016-05-01)
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  • Additional Reading
    our contact page Our Prospectus was amended on 10 September 2015 A copy is available from the Companies Office and by clicking here The famous 5th Century BCE philosopher Socrates is noted for his probing questioning He advises that before accepting a statement as true one should investigate who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process ARTICLES OF INTEREST ADDITIONAL READING SOCRATES IN THE MEDIA ADDITIONAL READING Devil Take the Hindmost by Edward Chancellor ISBN 10 0452281806 Financial Reckoning Day by Bonner and Wiggin ISBN 10 0471696587 Empire of Debt by Bonner and Wiggin ISBN 10 047198048X Irrational Exuberance by Robert Schiller ISBN 10 0767923634 At the Crest of the Wave by Robert Prechter ISBN 10 0471979546 Conquer the Crash by Robert Prechter ISBN 10 0470849827 The Bull Hunter by Dan

    Original URL path: http://www.investing.co.nz/Page%2012/AdditionalReading.html (2016-05-01)
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  • Socrates in the Media
    Unit Trust 0 2998 Income Unit Trust 0 4315 Live Charts Gold Silver Platinum Please note our new address and phone details on our contact page Our Prospectus was amended on 10 September 2015 A copy is available from the Companies Office and by clicking here The famous 5th Century BCE philosopher Socrates is noted for his probing questioning He advises that before accepting a statement as true one should investigate who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process ARTICLES OF INTEREST ADDITIONAL READING SOCRATES IN THE MEDIA SOCRATES IN THE MEDIA Click here part 1 and here part 2 to watch Charles recent interviews with Amanda Morrall of interest co nz Note This website does not constitute an offer of units in any jurisdiction other than New Zealand and no

    Original URL path: http://www.investing.co.nz/Page%2013/Media.html (2016-05-01)
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