Funds

Fund Referral

  • Switching your KiwiSaver fund or joining a fund is easy and quick.
  • Fill in the form below and you'll be linked to the application form of your new fund provider.
  • Once you’ve completed the application, everything is handled for you: it’s that easy.
  • It's free to switch (apart from two providers, Aon and Booster, who charge a small exit fee).
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.

You're being referred to:

QuayStreet Socially Responsible Investment Fund

The guiding philosophy of the 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 fixed interest and growth assets which are selected in accordance with our Socially Responsible Investment Policy (SRI Policy). The SRI Policy contains information relating to the benefits of investing in the SRI Fund and is available on the offer register, disclose-register.Companiesoffice.Govt.Nz and the QuayStreet website, quaystreet.Com/socially-responsible-investment-process.

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

How did you hear about us?

Please note: 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.