INCOME FUND


 

An actively managed Fund designed to deliver regular income. The Income Fund can be a flexible alternative to a bank term deposit.

 

 

The QuayStreet Income Fund invests in a diversified portfolio with an emphasis on income producing assets which may include listed property, equities and derivatives.

The investment objective is to provide returns above the Fund’s benchmark taking into account the prevailing short-term interest rates while preserving the real value of investments relative to inflation. The Fund aims to make quarterly distributions. Investment returns may vary from year to year and may be negative.

 

For more information download the Fund's latest:

Quarterly Fund Update >
Monthly Fund Fact Sheet >

View more

VIEW FUND PERFORMANCE    

- 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.
9 Sep14


Risk level


Timeframe

Income

- INVESTMENT STRATEGY -

 

Fund Profile: Conservative

The Fund will target assets that can provide a sustainable level of income with low levels of volatility in total return. The investments are spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a higher level of 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. 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

QuayStreet Funds Product Disclosure Statement >

Statement of Investment Policy and Objectives >   

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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. 

Assess my risk profile >

For more information read Understanding your attitude to risk.
If you have questions call our Service Team on 0800 782 900  / info@quaystreet.com 

- 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.

View our Funds >


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 and asset allocation. 
Investments are closely monitored to add or reduce holdings as markets change.

View Investment Philosophy >

- GET STARTED -

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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


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READ

Read the Product Disclosure Statements for:

QuayStreet Funds

QuayStreet KiwiSaver Scheme


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INVEST

Apply Online >

You will need your IRD number and your New Zealand Driver Licence or Passport.


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KEEP TRACK

View holdings on demand and reporting via the online Client Portal. 

Access all fund updates, resources and articles in the Investor Hub.

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