NZ EQUITY FUND
A managed fund that invests 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 a level of return above the Fund’s benchmark over the long term. Investment returns may vary substantially 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: 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 which have the intention of listing on a recognised exchange within 12 months. The Fund may also invest in cash, including when there is a lack of suitable investment options available and may use derivatives for risk management purposes or to obtain desired market exposures. The Fund’s return is measured in New Zealand dollars and currency exposure is 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 >
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 / info@quaystreet.com
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.
INVESTMENT APPROACH
Each Fund has the investment objective of providing a level of return above the Fund's benchmark.
We focus on assets we believe will outperform and adjust exposure accordingly to prevailing market conditions.
- GET STARTED -
DISCOVER
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
INVEST
You will need your IRD number and your New Zealand Driver Licence or Passport.
KEEP TRACK
View holdings on demand and reporting via the online Client Portal.
Access all fund updates, resources and articles in the Investor Hub.