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:
- 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 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.
- 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.
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?
- 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, our team has over 70 years’ experience and a proven track record of managing high performing 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.