A high conviction Speciality Fund with the aim to deliver a highly concentrated portfolio of equities.
The QuayStreet Altum Fund invests in a concentrated portfolio of Australasian shares that can also include international shares, cash, fixed interest investments and derivatives.
The investment objective is to provide returns above the Fund’s performance benchmark over the long term. Investment returns may vary substantially from year to year and may be negative.
For more information download the Fund's latest:
- 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.
- INVESTMENT STRATEGY -
Fund Profile: High Growth
The Fund will invest predominantly in shares where the Investment Team has a high level of conviction in the investment case. As a result, the asset allocation and diversification of the portfolio may change considerably over time. The Fund may also invest in cash or fixed interest securities, including when there is a lack of suitable high conviction investment options available.
There may also be an allocation to smaller companies listed on a recognised exchange or to unlisted companies which have the intention of listing on a recognised exchange within 12 months. The Fund does have the ability to invest in other funds and may use derivatives for the purposes of risk management. The Fund may utilise financial derivative instruments such as (but not limited to) futures and options and short selling publicly traded securities. Derivatives and any related collateral are marked to market daily so market exposures may be monitored. The Fund’s return is measured in New Zealand dollars and currency exposure is actively managed in a manner consistent with the investment objectives.
WHICH FUNDS COULD BE RIGHT FOR ME?
Choosing the right funds, depends on many factors. Our online tool can help you develop an understanding of your appetite and capacity for risk.
Assess what your KiwiSaver balance could be at 65 - go to our KiwiSaver Calculator
- 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.
OUR TEAM OF SPECIALISTS
Collectively, the team has experience and a proven track record of managing high performance funds.
Meet our Team >
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.
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.
- GET STARTED -
You will need your IRD number and your New Zealand Driver Licence or Passport.