SOCIALLY RESPONSIBLE INVESTMENT FUND


Do good, invest well

 

An actively managed Specialist Fund, constructed of carefully selected socially responsible investments with an aim of delivering investment returns above the benchmark.

 

The Socially Responsible Investment Fund is one of New Zealand’s longest running socially responsible retail funds. 

The Fund invests in a diversified range of defensive and growth investments, that we consider to contain strong environmental and ethical characteristics, whilst still meeting our traditional investment criteria.

Investments are carefully selected through our stringent Socially Responsible Investment Process and Criteria

 

The investment objective of the Fund is to:

  • provide investors with a consistent long term return in line with the targeted asset allocation, and
  • invest in securities and assets that pass our socially responsible investment criteria.

For more information download the Fund's latest:

Quarterly Fund Update >
Monthly Fund Fact Sheet >

View 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.
8 Oct07


Risk level


Timeframe

- INVESTMENT STRATEGY -

 

Fund Profile: Growth - Balanced*

The Fund invests in a diversified portfolio made up of growth and defensive assets. Investments are spread across multiple types of securities, geographies, markets and asset classes.  

The Fund’s asset allocation ranges allow the investment manager to make considerable adjustments to both the growth and defensive exposure of the Fund. Depending on market conditions, the investment manager may adjust the overall risk with the aim of seeking greater investment returns or preserving capital.* 

The Fund invests in securities that meet our socially responsible investment criteria. This means the investment universe is smaller and may affect the Fund's returns and volatility.

More Information

Quarterly Fund Updates >

Monthly Fund Fact Sheets >

QuayStreet Funds Product Disclosure Statement >

Statement of Investment Policy and Objectives >   

Our Socially Responsible Investment Fund offers our clients an opportunity to invest in accordance with their own ethical beliefs.
Stefan Stevanovic, Portfolio Manager - Socially Responsible Investment Fund
Stefan

SOCIALLY RESPONSIBLE INVESTMENT PROCESS & CRITERIA

All QuayStreet Funds are actively managed by the investment team with an aim to deliver investment returns above the Fund benchmarks.

We believe that a portfolio of high performing ESG companies that operate responsibly and avoiding those that harm the society or the environment will help deliver strong returns for our investors.

As the trends of increasing efficiency, improving governance and regulating for sustainability continue we believe these assets will be better positioned to perform over the long term.

- 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 the Fund benchmarks by actively managing investment selection and asset allocation across our Funds. 

We focus on assets we believe will outperform and adjust exposure accordingly to prevailing market conditions. 

View Investment Philosophy > 

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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- 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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