Fund Referral

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QuayStreet Socially Responsible Investment Fund

The guiding philosophy of the QuayStreet Socially Responsible Investment (SRI) 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. The fund invests in income (e.g.Fixed interest) and growth (e.g. Shares) assets which are selected in accordance with our SRI Policy. The investment objective is to provide a return above the fund’s benchmark over the long term. The portfolio can vary between a growth and a balanced investment strategy allowing the investment team to adjust the fund’s overall risk exposure depending on market conditions.

We are a specialist funds management firm with a team across Auckland, New Zealand and Sydney, Australia. QuayStreet offers a range of diversified and sector specific investment funds for investors with varying investment needs and timeframes.

Please use the same name and email address as you will use on the fund application form.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Markets Conduct Act 2013 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.