CONSERVATIVE FUND

Fund Profile: Conservative

A diversified portfolio with an emphasis on fixed interest investments.

The Conservative Fund can be suitable to create a diversified base for an investor with a conservative appetite for risk.

BALANCED FUND

Fund Profile: Balanced

The Balanced Fund invests in a diversified portfolio with a balanced blend of investments for income and growth. 

This Fund can be suitable as a base fund for an investor seeking moderate capital growth or moderate volatility in returns. 

GROWTH FUND

Fund Profile: Growth

The Growth Fund invests in a diversified portfolio with a higher weighting to growth investments.

The Fund can be suitable as a base portfolio for an investor seeking capital growth over a longer timeframe.

FIXED INTEREST FUND

Fund Profile: Conservative

An actively managed and diversified fixed interest portfolio.

The Fund aims to make quarterly distributions. 

NZ EQUITY FUND

Fund Profile: Growth

An actively managed Fund invested in a range of New Zealand companies. The Fund invests in a portfolio of shares from the New Zealand market, targeting returns above the long term performance of the New Zealand sharemarket.

AUSTRALIAN EQUITY FUND

Fund Profile: Growth

An actively managed Fund invested in a range of Australian companies. The Fund invests in a portfolio of shares from the Australian market, targeting returns above the long term performance of the Australian sharemarket.

INTERNATIONAL EQUITY FUND

Fund Profile: Growth

The International Equity Fund is an actively managed Fund, made up of a broad range of investments offering exposure to international markets. The Fund invests in a portfolio of shares from the international market, diversifying investors away from the New Zealand dollar.

INCOME FUND

Fund Profile: Conservative

An actively managed Fund designed to deliver regular income. The Income Fund can be a flexible alternative to a bank term deposit. The 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 Fund aims to make quarterly distributions. 

SOCIALLY RESPONSIBLE INVESTMENT FUND

Fund Profile: Balanced - Growth 

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

ALTUM FUND

Fund Profile: High Growth

A high conviction Speciality Fund with the aim to deliver a highly concentrated portfolio of equities.
The Fund invests in a concentrated portfolio of Australasian shares that can also include international shares, cash, fixed interest investments and derivatives.

Investing in QuayStreet Funds is easy. You can invest as little as $100 per month or $1,000 as a lump sum.

New to investing?
You can use one Diversified Fund (such as the Balanced or Growth Fund) or a combination of Funds, as the cornerstone of your portfolio. 
This can provide investors with a well-diversified base, suited to your individual appetite for risk (risk profile).

Investor with an established portfolio?

You can use the Funds to gain exposure to a specific asset class, such as International equities, Australasian equities or Fixed income, to complement an established portfolio.

Learn more about QuayStreet Funds in the Frequently Asked Questions >

This example is for illustrative purposes only and should not be regarded as investment advice.