An actively managed Fund designed to deliver regular income. The Income Fund can be a flexible alternative to a bank term deposit.
The QuayStreet Income Fund will invest in a diversified portfolio with an emphasis on income producing assets such as New Zealand and international fixed interest investments and derivatives. The Fund may include an allocation to growth assets such as listed property and equity securities.
The investment objective is to provide a level of return above the Fund’s benchmark and to preserve the real value of investments relative to inflation. The Fund aims to make quarterly distributions. Investment returns may vary from year to year and may be negative.
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: Conservative
The Fund will target assets that can provide a sustainable level of income with low levels of volatility in total return. The investments may be spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a higher level of diversification.
The Fund does have the ability to invest in other funds and may use derivatives for the purposes of risk management or to obtain desired market exposures. The Fund’s return will be measured in New Zealand dollars and currency exposure will be actively managed in a manner consistent with the investment 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.
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.
OUR TEAM OF SPECIALISTS
Collectively, the team has experience and a proven track record of managing high performance funds.
Meet our Team >
We aim to deliver investment returns above the fund benchmarks by actively managing our Funds’ investment selection and asset allocation.
Investments are closely monitored to add or reduce holdings as markets change.
- GET STARTED -
You will need your IRD number and your New Zealand Driver Licence or Passport.