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 including cash, term deposits, fixed interest securities, listed property, infrastructure and utility securities and derivative investments.
The Fund aims to make quarterly distributions to investors.
The investment objectives of the Fund are to:
- provide investors with income above short term interest rates, and
- preserving the value of investments against inflation.
For more information download the Fund's latest:
- 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 assets that can provide a sustainable level of income with low levels of volatility.
The investments are spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a high level of diversification.
The Fund also has the ability to invest in other funds and may use derivatives to manage risk or to gain access to specific markets.
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 CAN USE THIS FUND -
Example: Income Fund with other QuayStreet Funds
The Income 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 Income Fund in combination with other QuayStreet Funds to achieve a diversified balanced 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 and asset allocation.
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.