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 fixed interest and growth assets such as shares.
The investment objective is to provide a return above the Fund’s benchmark over the long term. Investment returns may vary considerably from year to year and may be negative.
- 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: Balanced
The Fund investments are spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a high level of diversification. The Fund does have the ability to invest in other funds and may use derivatives for the purposes of risk management or to obtain desired market exposures. 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.
- 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 >
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.
- GET STARTED -
You will need your IRD number and your New Zealand Driver Licence or Passport.