InvestNow Fund Manager – QuayStreet
QuayStreet Asset Management Limited (QuayStreet) is a specialist funds management firm with a team located in Auckland, New Zealand and Sydney, Australia. QuayStreet offers a range of 10 diversified, sector and specialist investment funds for investors with varying investment needs and timeframes.
All QuayStreet Funds are actively managed by the investment team with the aim to deliver investment returns above the fund benchmarks. QuayStreet has over $1.2 billion in funds under management.
QuayStreet on InvestNow
QuayStreet New Zealand Equity Fund
Launched in 2010, the QuayStreet New Zealand Equity Fund invests in a range of New Zealand shares, predominantly companies that are members of the S&P/NZX 50 Index.
The Fund can also hold smaller companies listed on the New Zealand Stock Exchange (NZX) or with the intention of listing on the NZX. The Fund may also hold unlisted securities and cash.
The investment objective of the Fund is to:
- provide investors with a level of return, over the long term, that is consistent with the New Zealand sharemarket; and
- outperform the S&P/NZX 50 Index.
The Fund is rated a top performing based on 5-year average returns*.
The Fund is for investors who are looking for specific exposure to NZ equities, with a minimum suggested timeframe of 5+ years.*
*Based on the FMA Tracker and Sorted Smart Investor Tool as at October 2019.
QuayStreet Income Fund
The QuayStreet Income Fund is an actively managed Fund designed to deliver regular income. The Income Fund can be a flexible alternative to a bank term deposit.
The Fund invests in a diversified portfolio with an emphasis on income producing assets including cash, term deposits, fixed interest securities, listed property, infrastructure and utility securities and derivative investments.
The Income Fund targets assets that can provide a sustainable level of income with low levels of volatility. It aims to make quarterly distributions to investors.
The investment objectives of the Fund are to:
- provide investors with income above short term interest rates, and
- preserve the value of investments against inflation.
The Fund is for investors who are seeking regular income, with a suggested minimum timeframe of 3 years.**
** The suggested minimum timeframe is a general guide only and depends on the objective of your investment and your life stage. Before making any investment we recommend you contact an Investment Adviser.
QuayStreet Asset Management Limited is the manager and issuer of the QuayStreet Funds. Please see the QuayStreet Funds Product Disclosure Statement which is available at quaystreet.com for more information. Investments are subject to risk and returns are not guaranteed. Values can go down as well as up.