Fund performance 5 year
11.26%
Fund type
Aggressive
NZ invested Assets
0.00
Estimated annual fees
1.16%
QuayStreet is a New Zealand-based investment management firm that offers a range of investment products, including the QuayStreet KiwiSaver Scheme.
last updated on 2023-04-11 17:09:35
The QuayStreet KiwiSaver Scheme is designed to help New Zealanders save for retirement and is managed by QuayStreet Asset Management Limited.
The QuayStreet KiwiSaver Scheme offers a range of investment options to suit different risk profiles and investment goals. Members can choose from a conservative fund, a balanced fund, and a growth fund, each with varying levels of risk and potential return. The scheme also offers a socially responsible investment fund, which invests in companies with strong environmental, social, and governance (ESG) practices.
One of the unique features of the QuayStreet KiwiSaver Scheme is its active management approach. The scheme's investment team actively manages the funds, with a focus on identifying opportunities and managing risk. This approach can potentially deliver higher returns over the long-term compared to passive investment strategies.
The QuayStreet KiwiSaver Scheme has a low fee structure, with fees comparable to other KiwiSaver providers in New Zealand. Members are charged an annual membership fee and an investment management fee. The scheme is also transparent about its fees and performance, publishing regular updates on its website.
QuayStreet Asset Management Limited is committed to responsible investing and has a strong focus on ESG factors. The company is a signatory to the United Nations Principles for Responsible Investment (PRI) and integrates ESG considerations into its investment process.
The QuayStreet KiwiSaver Scheme also offers members access to financial education and advice, including seminars, online resources, and one-on-one consultations with financial advisors. This can be particularly useful for members who are new to investing or who need guidance on their retirement savings strategy.
Overall, the QuayStreet KiwiSaver Scheme is a reputable and well-managed retirement savings scheme designed to help New Zealanders save for their retirement. Its active management approach, range of investment options, and commitment to responsible investing make it a popular choice among KiwiSaver investors in New Zealand.
Fund performance 5 year
11.26%
Fund type
Aggressive
NZ invested Assets
0.00
Estimated annual fees
1.16%
Fund performance 5 year
8.56%
Fund type
Aggressive
NZ invested Assets
59.97%
Estimated annual fees
1.28%
Fund performance 5 year
8.16%
Fund type
Growth
NZ invested Assets
26.97%
Estimated annual fees
1.27%
Fund performance 5 year
7.64%
Fund type
Aggressive
NZ invested Assets
88.47%
Estimated annual fees
1.27%
Fund performance 5 year
6.58%
Fund type
Aggressive
NZ invested Assets
82.51%
Estimated annual fees
1.27%
Fund performance 5 year
6.57%
Fund type
Balanced
NZ invested Assets
33.4%
Estimated annual fees
1.01%
Fund performance 5 year
5.98%
Fund type
Balanced
NZ invested Assets
36.64%
Estimated annual fees
1.02%
Fund performance 5 year
3.13%
Fund type
Conservative
NZ invested Assets
47.73%
Estimated annual fees
0.76%
Fund performance 5 year
2.87%
Fund type
Conservative
NZ invested Assets
40.15%
Estimated annual fees
0.76%