A managed Fund designed to deliver regular income. The Income Fund can be a flexible alternative to a bank term deposit.
The QuayStreet Income Fund will invest in a diversified portfolio with an emphasis on income producing assets such as New Zealand and international fixed interest investments and derivatives. The Fund may include an allocation to growth assets such as listed property and equity securities.
The investment objective is to provide a level of return above the Fund’s benchmark and to preserve the real value of investments relative to inflation over the long term. 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:
- FUND FACTS -
The minimum investment timeframe depends on your investment objectives and your life stage. The timeframe provided is a general guide only.
- INVESTMENT STRATEGY -
Fund Profile: Conservative
The Fund invests in assets that provide a sustainable level of income with low levels of volatility in total return. The investments may be spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a higher level of diversification.
The Fund can invest in other funds and may use derivatives for risk management purposes 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.
QuayStreet Funds Product Disclosure Statement >
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 / firstname.lastname@example.org
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.
Each Fund has the investment objective of providing a level of return above the Fund's benchmark.
Investments are closely monitored to add or reduce holdings as markets change.
- GET STARTED -
Use our Risk Profile Guide to understand your own risk appetite and which funds might be appropriate for you.
Learn more in the QuayStreet Funds FAQs >
Need help? - Call us on 0800 782 900
Read the Product Disclosure Statements for:
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View holdings on demand and reporting via the online Client Portal.
Access all fund updates, resources and articles in the Investor Hub.