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.
A diversified portfolio with a balance between income and growth assets, which may include some derivatives, where investments are selected based on our environmental sustainability and socially responsible criteria.
The investment objective:
The Fund is targeting returns consistent with the Fund’s benchmark return.
For more information download the Fund's latest:
- 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.
- 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.
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
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.
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 >
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.
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.
- GET STARTED -
You will need your IRD number and your New Zealand Driver Licence or Passport.