CONSERVATIVE FUND
A diversified portfolio with an emphasis on fixed interest investments. The Conservative Fund can be suitable to create a diversified base for an investor with a conservative appetite for risk.
The QuayStreet Conservative Fund invests in a diversified portfolio, with an emphasis on conservative assets such as fixed interest investments.
The investment objective is to provide a level of return above the Fund’s benchmark over the long term. Investment returns may vary from year to year and may be negative.
For more information download the Fund's latest:
Quarterly Fund Update >
- 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 Fund's investments may be spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a high level of diversification. The Fund has the ability to invest in other funds and may use derivatives for risk management purposes 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.
For more information including the top 10 holdings, asset allocation and performance benchmark view the latest Quarterly Fund Update or Monthly Fund Fact Sheet.
More Information
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.
For more information read Understanding your attitude to risk.
If you have questions call our Service Team on 0800 782 900 / info@quaystreet.com
Assess what your KiwiSaver balance could be at 65 - go to our KiwiSaver Calculator
- 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.
INVESTMENT APPROACH
Each Fund has the investment objective of providing a level of return above the Fund's benchmark.
To achieve the investment objectives, investments, investments are closely monitored, to add or reduce holdings as markets change.
- GET STARTED -
DISCOVER
Use our Risk Profile Guide to understand your own risk appetite and which funds might be appropriate for you.
Learn more in the QuayStreet Funds FAQs >
Need help? - Call us on 0800 782 900
INVEST
You will need your IRD number and your New Zealand Driver Licence or Passport.
KEEP TRACK
View holdings on demand and reporting via the online Client Portal.
Access all fund updates, resources and articles in the Investor Hub.