ALTUM FUND


 

A high conviction Speciality Fund with the aim to deliver a highly concentrated portfolio of equities. 

 

The Altum Fund is a specialised Fund that invests in companies and assets that the investment manager believes offer strong return potential.

The Fund will predominantly invest in a highly concentrated portfolio of shares that are listed across Australasian markets.
It can also invest in companies listed in other international markets, fixed interest securities, cash, derivatives and unlisted assets.

The Altum Fund aims to provide investors with a higher level of return over the long term regardless of sharemarket returns. 

For more information download the Fund's latest:

Quarterly Fund Update >
Monthly Fund Fact Sheet >

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VIEW FUND PERFORMANCE    

- FUND FACTS -

The minimum investment timeframe depends on the objective of your investments and your life stage. The timeframe provided is a general guide only.
9 Sep14


Risk level


Timeframe

Altum

- INVESTMENT STRATEGY - 

 

Fund Profile: High Growth

The Altum Fund will invest in a limited number of securities selected by the Investment Manager. 

As a result, the asset allocation and diversification of the portfolio may change considerably over time. The Fund can also invest in derivatives, fixed interest securities or cash.

For more information including the top 10 holdings, asset allocation and performance benchmark view the Fund's Quarterly Fund Updates or Monthly Fund Fact Sheets.

More Information

QuayStreet Funds Product Disclosure Statement >

Statement of Investment Policy and Objectives >   

Altum

- HOW YOU COULD USE THIS FUND -


Example: Altum Fund with other QuayStreet Funds

The Altum Fund can be used as a standalone investment product or in combination with other investments to create an investment portfolio.

This example shows how an Investor could use the Altum Fund in combination with other QuayStreet Funds to create a balanced portfolio.
Investors with established portfolios can use the Altum Fund to complement their existing portfolio to gain exposure to the Altum investment strategy. 

If you have questions or need help to start investing with QuayStreet, simply call us on 0800 782 900 or email info@quaystreet.com

This example is for illustrative purposes only and should not be regarded as investment advice. 
Investments are subject to risk and returns are not guaranteed. Values may go down as well as up. This information is of a general nature only and does not take into account your financial position, needs, goals or risk tolerance. No liability is accepted for the results of any actions taken or not taken upon the basis of this information. Before making an investment decision we recommend you contact an Investment Adviser.

WHICH FUNDS COULD BE RIGHT FOR ME?

 

Choosing the right funds depends on many factors.

Download our Risk Profile Guide to help you understand your risk profile and to consider which Funds might be appropriate for you.

If you have questions call our Service Team on 0800 782 900 or request a call back. 

Download our Risk Profile Guide >

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- WHY INVEST WITH US -

OUR RANGE OF FUNDS

QuayStreet has 10 Investment Funds, suitable for varying investment needs and risk profiles.

Ranging from diversified to concentrated portfolios, they offer access to many markets and investment strategies.

View our Funds >


OUR TEAM OF SPECIALISTS

Collectively, our team has over 70 years’ experience and a proven track record of managing high performing funds. 

Meet our Team >


ACTIVE MANAGEMENT

The Altum Fund is specifically designed with an aim to deliver a higher level of return above the benchmark. This is done through concentrated investments and active management to take advantage of market changes and attractive investment opportunities. 

View Investment Philosophy >

A performance fee applies when the return is above the set hurdle rate of return and the high water mark. View the fees in the Funds FAQs.

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- GET STARTED -

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DISCOVER

Use our Risk Profile Guide to understand your own appetite for risk and which funds might be appropriate for you.

Learn more in the QuayStreet Funds FAQs >

Need help? - Call us on 0800 782 900


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READ

Read the Product Disclosure Statements for:

QuayStreet Funds

QuayStreet KiwiSaver Scheme


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INVEST

Apply Online >

You will need your IRD number and your New Zealand Driver Licence or Passport.


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KEEP TRACK

View holdings on demand and reporting via the online Client Portal. 

Access all fund updates, resources and articles in the Investor Hub.

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