BALANCED FUND


 

The Balanced Fund invests in a diversified portfolio with a balanced blend of investments for income and growth. The Fund can be suitable as a base for an investor seeking moderate capital growth or moderate volatility in returns. 

 

The QuayStreet Balanced Fund invests in a diversified portfolio with a balance between income assets (such as cash and fixed interest) and growth assets (such as International and Australasian shares).
The investment objective of the Fund is to provide investors with a level of return above the Fund’s benchmark, which is made up of a mix of indices based on a balanced risk profile. 

For more information download the Fund's latest:
Quarterly Fund Update > 
Monthly Fund Fact Sheet >

Read more

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.
19Sep07


Risk level


Timeframe

Balanced

- INVESTMENT STRATEGY -

Fund Profile: Balanced

The Balanced Fund’s income and growth investments are spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a high level of diversification.
The Fund can invest in other Funds and may use derivatives to manage risk exposures. 

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

More Information

QuayStreet Funds Product Disclosure Statement >

Statement of Investment Policy and Objectives >   

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 >

Compass

- 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

We aim to deliver investment returns above the fund benchmarks by actively managing our Funds’ investment selection and asset allocation. 
Investments are closely monitored, to add or reduce holdings as markets change.

View Investment Philosophy >

- GET STARTED -

magnifying glass

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


paper and tea

READ

Read the Product Disclosure Statements for:

QuayStreet Funds

QuayStreet KiwiSaver Scheme


pencil

INVEST

Apply Online >

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


performance chart

KEEP TRACK

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

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

Top