ALTUM FUND
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 a level of 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 predominantly invests 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 can invest in other funds and may use derivatives for 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.
For more information including the top 10 holdings, asset allocation and performance benchmark view the Fund's latest Quarterly Fund Update or Monthly Fund Fact Sheet.
More Information
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.
For more information read Understanding your attitude to risk.
If you have questions call our Service Team on 0800 782 900 / info@quaystreet.com
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.
INVESTMENT APPROACH
The Altum Fund is specifically designed with an aim to deliver a higher level of return above the benchmark. To achieve this investment objective, the Fund's concentrated investment objectives are closely monitored 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 -
DISCOVER
Use our Risk Profile Guide to understand your own risk appetite and which funds might be appropriate for you.
Learn more in the QuayStreet Funds FAQs >
Need help? - Call us on 0800 782 900
INVEST
You will need your IRD number and your New Zealand Driver Licence or Passport.
KEEP TRACK
View holdings on demand and reporting via the online Client Portal.
Access all fund updates, resources and articles in the Investor Hub.