SOCIALLY RESPONSIBLE INVESTMENT FUND


Do good, invest well

 

The guiding philosophy of the QuayStreet Socially Responsible Investment Fund is to endeavour to have a diversified portfolio of investments that are considered to be environmentally and socially sustainable, whilst still applying our traditional portfolio investment criteria.

 

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

The Fund invests in income (e.g. fixed interest) and growth assets (e.g. shares) which are selected in accordance with our Socially Responsible Investment (SRI) Policy. The investment objective is to provide a return above the Fund’s benchmark over the long term.

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 portfolio can vary between a Growth and a Balanced investment strategy, allowing the portfolio manager to adjust the Fund’s overall risk exposure depending on market conditions. The socially responsible investment fund universe is smaller and this may affect the Fund’s returns and volatility relative to a traditional portfolio. Investment returns may vary considerably from year to year and may be negative.

The Fund’s investments are spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a high level of diversification. The Fund has the ability to invest in other funds that align with QuayStreet’s socially responsible investment process and criteria. The Fund may use derivatives for the purposes of risk management 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.

More Information 

Latest Quarterly Fund Update > 

Latest Monthly Fund Fact Sheet >

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 > 

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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 

- 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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