NZ EQUITY FUND


 

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

 

The QuayStreet New Zealand Equity Fund invests in a portfolio of shares from the New Zealand market, targeting returns above the long term performance of the New Zealand sharemarket.

The investment objective is to provide investors with a level of return over the long term above the Fund’s benchmark. Investment returns may vary substantially from year to year and may be negative.

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 invests predominantly in companies that are in the S&P/NZX 50 Index. However, there may be an allocation to smaller companies listed on the NZX Main Board or to unlisted companies who have the intention of listing on a recognised exchange. The Fund may also invest in cash, including when there is a lack of suitable investment options available and may use derivatives for the purposes of risk management or to obtain desired market exposures.

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 >   


 
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.
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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 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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