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 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 and growth 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 portfolio manager 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.

Latest news

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This website is operated by Sustainable Initiatives Aotearoa T/A Mindful Money and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. Sustainable Inititives Aotearoa T/A Mindful Money is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.

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 Advisers Act 2008 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.