Investment funds / non-KiwiSaver / Multi Asset / Global
The QuayStreet Socially Responsible Investment Fund is one of New Zealand’s longest running socially responsible retail funds. The Fund invests in income (e.g. fixed interest) and growth assets (e.g. shares) which are selected in accordance with our Socially Responsible Investment (SRI) Policy. The investment objective is to provide a return above the Fund’s benchmark over the long term.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.