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 with an emphasis on corporate bonds.
The investment objective is to provide a level of return above the New Zealand corporate fixed interest market over the long term, consistent with the Fund’s benchmark. Investment returns may vary from year to year and may be negative. The Fund aims to make quarterly 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 issued in New Zealand and international fixed interest markets. The investments may be spread across multiple issuers, sectors, maturities and regions to provide an appropriate level of risk diversification.
The Fund may use derivatives to manage interest rate and currency risk for international investments relative to the Fund’s benchmark. The Fund has the ability to invest into other funds and may also use derivatives to obtain desired market exposures.
The Fund’s return will be measured in New Zealand dollars and currency exposure will be 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 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 / 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.
OUR TEAM OF SPECIALISTS
Collectively, the team has experience and a proven track record of managing high performance 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.