FIXED INTEREST FUND
An actively managed and diversified fixed interest portfolio.
The QuayStreet Fixed Interest Fund invests in a diversified portfolio of high quality income assets such as cash, term deposits and securities issued by corporate and government entities and derivative investments.
The Fund invests in local and international markets but all returns are hedged back to New Zealand Dollars. The Fund aims to make bi-annual distributions to investors.
The investment objective is to provide a return above the S&P/NZX Investment Grade Corporate Bond Index.
- 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 targets high quality corporate bonds that typically have investment grade credit ratings. There is the ability to invest in international fixed interest markets but these investments are fully hedged back to New Zealand dollars.
The investments are spread across multiple issuers, sectors, maturities and regions to provide an appropriate level of risk diversification. The Fund can invest in other funds and may use derivatives in order to manage risk exposures.
For more information including the top 10 holdings, asset allocation and performance benchmark view the Fund's Quarterly Fund Updates or Monthly Fund Fact Sheets.
- HOW YOU COULD USE THIS FUND -
Fixed Interest Fund with other QuayStreet Funds
The Fixed Interest Fund can be used as a standalone investment product or in combination with other investments to create an investment portfolio.
This example shows how an Investor could use the Fixed Interest Fund in combination with other QuayStreet Funds to achieve a diversified conservative portfolio.
This example is for illustrative purposes only and should not be regarded as investment advice.
Investments are subject to risk and returns are not guaranteed. Values may go down as well as up. This information is of a general nature only and does not take into account your financial position, needs, goals or risk tolerance. No liability is accepted for the results of any actions taken or not taken upon the basis of this information. Before making an investment decision we recommend you contact an Investment Adviser.
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.
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.