invest guide

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invest guide
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12/11/2008
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Why should you

Invest in Gold

o









New Zealand Mint Limited

PO Box 9260 Newmarket

Phone: 0064 9379 6837 Facsimile: 0064 9 377 6836

Freephone: 0800 696 468

www.newzealandmint.com

email: bullion@newzealandmint.com

In building an investment portfolio, investors should avoid unnecessary risk

NEW ZEALAND MINT through wise diversification. Diversification is the allocation of investable funds

to a variety of investments. By diversifying, investors can reduce the risk that they

New Zealand Mint is New Zealand’s only precious

would otherwise bear. Also, the risk reduction benefits of diversification can be

metal mint and has been minting legal tender

achieved without reducing the overall return on your portfolio.

commemorative coins, gold and silver bullion for

over three decades. Being one of the first Mints

The Power of Diversification

worldwide to adopt the .9999 gold purity standard,

our world famous Gold Kiwi and Silver Fern

The key to diversification is finding investments that are not closely correlated

Bullion are highly sought by investors, this makes

with one another. Other things being equal, the less the correlation between two

us your natural partner for the purchase of gold and

investments, the better suited they are for effective diversification.

silver bullion.

This gives rise to a problem for most investors because most stocks are relatively

closely correlated with one another and most bonds are relatively closely correlated

with each other. In addition, there is also a close correlation between stocks and

Investing in Precious Metal

bonds. Investors need to find investments that are not closely correlated to stocks

and bonds and include them as additional elements in their portfolios.

Gold. Rare, beautiful, and unique. Treasured

as a store of value for thousands of years, it is

Diversification Reduces Risk

an important and secure asset. Paper currencies

may come and go, but gold endures. It has

Many investors combine tangible assets with their stock and bond portfolios to

maintained its long term value, is not directly

reduce risk. This is due to the fact that tangible assets have historically had a very

affected by the economic policies of individual

low, even negative, correlation with stocks and bonds. This means that they are

countries and doesn’t depend on a ‘promise to

useful to hold in conjunction with paper investments in order to reduce total risk.

pay’.

Not only is the risk reduced due to negative correlation between tangible and paper

assets, but tangible assets have produced exceptional investment returns on their

Gold and silver, as a financial asset, is in a

own. Every sign today points to increasing importance for diversification; that also

class of its own. Discover why you should consider

means increasing importance for tangible assets.

including gold and silver in your investment portfolio in both

good times and bad. And it’s easy to invest. This guide will assist you in

New Zealand Mint is New Zealand’s only precious metal mint and has been minting

understanding why should consider investing in precious metal.

legal tender commemorative coins, gold and silver bullion for over three decades.

Being one of the first Mints worldwide to adopt the .9999 gold purity standard, our

Why invest in gold and silver

world famous Gold Kiwi and Silver Fern Bullion are highly sought by investors,

this makes us your natural partner for the purchase of gold and silver bullion.

A DIFFERENT CLASS OF ASSET: Most investment portfolios are invested

primarily in traditional financial assets such as stocks and bonds. The

Precious metal market involve risk to investment principal and can be volatile. Investing in pre-

reason for holding diverse investments is to protect the portfolio against cious metals often involves a degree of risk that makes them unsuitable for certain individuals. You

fluctuations in the value of any single asset class. should carefully consider the suitability of precious metals as a personal investment

choice before taking and decisions that may affect your financial situation.

Gold Supply and Demand – Q4 and Year 2006

2006 demand for gold hits record of US$65bn, despite fall in tonnage and reduced

supply China recently passed legislation that will allow the country’s four major Portfolios that contain gold are generally more robust and better able to cope with

Industrial demand highest ever at 458 tonnes

commercial banks to sell gold bars to their customers. Previously, individuals in market uncertainties than those that don’t.

Jewellery sales at all time record in US$ terms at $44bn

China were only allowed to buy gold-backed certificates from the Bank of China

Investment demand 7% higher than 2005 in tonnage terms and 45% higher in dollar

and the Industrial and Commercial Bank of China. Adding gold to a portfolio introduces an entirely different class of asset. Gold is

terms

unusual because it is both a commodity and a monetary asset. It is an ‘effective

Supply fell 13% in tonnage terms including a sharp reduction in net selling by cen-

tral banks.

V. GOLD – STORE OF VALUE diversifier’ because its performance tends to move independently of other

investments and key economic indicators.

One major reason investors look to gold as an asset class is because it will always

maintain an intrinsic value. Gold will not get lost in an accounting scandal or a Recent independent studies have shown that traditional diversifiers (such as bonds

market collapse. Economist Stephen Harmston of Bannock Consulting had this to and alternative assets) often fail during times of market stress or instability. Even

say in a 1998 report for the World Gold Council, a small allocation of gold has been proven to significantly improve the consistency

of portfolio performance during both stable and unstable financial periods.

“…although the gold price may fluctuate, over the very long run gold has

consistently reverted to its historic purchasing power parity against other There are six primary reasons why investors own gold:

commodities and intermediate products. Historically, gold has proved to be an 1. As a hedge against inflation.

effective preserver of wealth. It has also proved to be a safe haven in times of 2. As a hedge against a declining dollar.

economic and social instability. In a period of a long bull run in equities, with 3. As a safe haven in times of geopolitical and financial market instability.

low inflation and relative stability in foreign exchange markets, it is tempting for 4. As a commodity, based on gold’s supply and demand fundamentals.

investors to expect continual high rates of return on investments. It sometimes 5. As a store of value.

takes a period of falling stock prices and market turmoil to focus the mind on the 6. As a portfolio diversifier.

fact that it may be important to invest part of one’s portfolio in an asset that will,

at least, hold its value.” I. HEDGE AGAINST INFLATION



Today is the scenario that the World Gold Council report was referring to in Gold is renowned as a hedge against inflation. The most

1998. consistent factor determining the price of gold has been

inflation - as inflation goes up, the price of gold goes

VI. GOLD - PORTFOLIO DIVERSIFIER up along with it. Since the end of World War II, the

five years in which U.S. inflation was at its highest were

The most effective way to diversify your portfolio and protect the wealth created 1946, 1974, 1975, 1979, and 1980. During those five

in the stock and financial markets is to invest in assets that are negatively years, the average real return on stocks, as measured by

correlated with those markets. Gold is the ideal diversifier for a stock portfolio, the Dow, was -12.33%; the average real return on gold

simply because it is among the most negatively correlated assets to stocks. was 130.4%.



Diversification: The Key to Gold Investing Today, a number of factors are conspiring to create the perfect inflationary storm:

extremely stimulative monetary policy, a major tax cut, a long term decline in the

One of the most important aspects of investing is the control of risk in your dollar, a spike in oil prices, a mammoth trade deficit, and America’s status as the

portfolio, relative to the expected return. Tangible assets are an extremely world’s biggest debtor nation. Almost across the board, commodity prices

useful tool for investors in that regard.

up despite the short-term absence of a weakening dollar which is often viewed as the As banking crises occur, the public begins to distrust paper assets and turns to gold

principal reason for stronger commodity prices. for a safe haven.



Oil, Inflation and Gold When all else fails, governments rescue themselves with the printing press, making

Although the prices of gold and oil don’t exactly mirror one another, there is no their currency worth less and gold worth more. Gold has always risen the most

question that oil prices do affect gold prices. If oil prices rise or fall sharply, investors when confidence in government is at its lowest.

can expect a corresponding reaction in gold prices, often with a lag.

There have been two major upward moves in the price of gold since it was freed to IV. GOLD - SUPPLY AND DEMAND

float in 1968. The first occurred between 1972 and 1974 when oil prices climbed

325%, from US$2.44 to US$10.36. During the same period, gold prices rose 268% First, demand is out pacing supply across the board.

(on a quarterly average basis) from US$47.45 to US$174.76. Gold production is declining;

The second major price move occurred between 1978 and 1980, when oil prices Copper production is declining; the production of

increased 105%, from US$12.70 to US$26.00. Over the same period, quarterly lead and other metals is declining. It is very difficult

average gold prices rose 254% from US$178.33 to US$631.40. to open new mines when the whole process takes

about seven years on average, making it hard to

II. GOLD - HEDGE AGAINST A DECLINING DOLLAR address the supply issue quickly. Gold output in

South Africa, the world’s largest gold producer, fell to its lowest level since 1931

Gold is bought and sold in U.S. dollars, so any decline in the this past year as the rand’s gains prompted Harmony Gold Mining Co. and rivals to

value of the dollar causes the price of gold to rise. The U.S. dollar close mines despite 16 year highs in the gold price.

is the world’s reserve currency - the primary medium for international

transactions, the principal store of value for savings, the currency Growing Demand - China, India and Gold

in which the worth of commodities and equities are calculated, and the India is the largest gold-consuming nation in the world.

currency primarily held as reserves by the world’s central banks. However, now China, on the other hand, has the fastest-growing

that it has been stripped of its gold backing international banks and Countries are economy in modern history. Both India and China

reviewing there currency reserve options are in the process of liberalizing laws relating to the

import and sale of gold in ways that will facilitate gold

III. GOLD AS A SAFE HAVEN purchases on a mammoth scale.



Despite the fact that the United States is the world’s only remaining superpower, China is teaching the West something new. Its

there are a myriad of problems festering around the world, any one of which could economy, growing at 9 percent per year, is expected to become the second largest

erupt with little warning. Gold has often been called the “crisis commodity” because in the world by 2020, behind only the United States. Last year Americans spent

it tends to outperform other investments during periods of world tensions. The very $162 billion more on Chinese goods than the Chinese spent on U.S. products.

same factors that cause other investments to suffer cause the price of gold to rise. That gap has been growing by more than 25 percent per year. China’s consumer

A bad economy can sink poorly run banks. Bad banks can sink an entire economy. class, meanwhile, is spending on everything from bagels to Bentleys – and will

And, perhaps most importantly to the rest of the world, the integration of the global soon outnumber the entire U.S. population. China’s explosive growth “could be

economy has made it possible for banking and economic failures to destabilise the the dominant event of this century,” says Stapleton Roy, former U.S. Ambassador to

world economy. China. “Never before has a country risen as fast as China is doing.”


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