NZ EQUITY FUND


NZ's No.1 performing KiwiSaver retail fund*

 

*Based on the FMA Tracker - 5 year average return to 31 March 2018. Past returns are not guarantee of future performance.

 

An actively managed Fund invested in a range of local New Zealand companies.

 

The QuayStreet New Zealand Equity Fund invests in a range of New Zealand shares, predominantly companies that are members of the S&P/NZX 50 Index. 

The investment objective of the Fund is to:

  • provide investors with a level of return, over the long term, that is consistent with the New Zealand sharemarket; and 
  • outperform the S&P/NZX 50 Index. 

For more information download the Fund's latest:

Quarterly Fund Update > 
Monthly Fund Fact Sheet >

Read 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.
27Oct10


Risk level


Timeframe

NZ Equity

- INVESTMENT STRATEGY -

 

Fund Profile: Growth

The Fund’s investments are predominantly in New Zealand companies that are members of the S&P/NZX 50 Index. However, the Fund can also hold smaller companies listed on the New Zealand Stock Exchange (NZX) or with the intention of listing on the NZX. The Fund may also hold unlisted securities and cash.

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.


More Information

QuayStreet Funds Product Disclosure Statement >

Statement of Investment Policy and Objectives >   

Multiple funds

- HOW YOU COULD USE THIS FUND -

 

Example: NZ Equity Fund with other QuayStreet Funds

The NZ Equity 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 NZ Equity Fund in combination with other QuayStreet Funds to create a balanced portfolio.
Investors with established portfolios can use the Fund to complement their existing holdings and gain exposure to New Zealand equities.  

If you have questions or need help to start investing with QuayStreet simply call us on 0800 782 900 or email info@quaystreet.com

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?

 

Choosing the right funds depends on many factors.

Download our Risk Profile Guide to help you understand your risk profile and to consider which Funds might be appropriate for you.

If you have questions call our Service Team on 0800 782 900 or request a call back. 

Download our Risk Profile Guide >

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- 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 fund benchmarks by actively managing our fund’s investment selection.  
We focus on assets we believe will outperform and adjust exposure accordingly to prevailing market conditions. 

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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