NZ EQUITY FUND
An actively managed Fund invested 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 investors with a level of return over the long term above the Fund’s benchmark. 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 the objective of your investments 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 the purposes of risk management or to obtain desired market exposures.
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 fund benchmarks by actively managing our fund’s investment selection.
We focus on assets we believe will outperform and adjust exposure accordingly to prevailing market conditions.
- GET STARTED -
You will need your IRD number and your New Zealand Driver Licence or Passport.