The Conservative Fund invests in a diversified portfolio with an emphasis on fixed interest investments. The Fund can be suitable to create a diversified base for an investor with a conservative appetite for risk.
The Fund’s portfolio will also include a smaller allocation to growth assets such as listed property, infrastructure, utility securities and other equities.
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 conservative 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: Conservative
The Conservative Fund’s 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 Update or Monthly Fund Fact Sheet.
WHICH FUNDS COULD BE RIGHT FOR ME?
- 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.