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.
- 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 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.
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.