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 returns above the Fund’s 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:

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 Fund will invest predominantly in shares where the Manager has a high level of conviction in the investment case. As a result, the asset allocation and diversification of the portfolio will 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.

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.

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

QuayStreet Funds Product Disclosure Statement >

Statement of Investment Policy and Objectives >   

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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 my risk profile >

For more information read Understanding your attitude to risk.
If you have questions call our Service Team on 0800 782 900  / info@quaystreet.com 

- 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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