FIXED INTEREST FUND
An actively managed and diversified fixed interest portfolio.
The QuayStreet Fixed Interest Fund invests in a diversified portfolio of fixed interest and derivative investments, targeting returns above the New Zealand corporate fixed interest market over the long term.
The investment objective is to provide a level of return above the Fund’s benchmark. Investment returns may vary from year to year and may be negative. The Fund aims to make biannual distributions.
For more information download the Fund's latest:
Quarterly Fund Update >
Monthly Fund Fact Sheet >
- 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 investment grade securities and, while international investments are permitted, they 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 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.
For more information including the top 10 holdings, asset allocation and performance benchmark view the Fund's 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 / [email protected]
- 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 >
ACTIVE MANAGEMENT
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 -
DISCOVER
Use our Risk Profile Guide to understand your own appetite for risk 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.