QuayStreet Altum Fund
Quaystreet Altum Fund is an aggressive KiwiSaver fund managed by QuayStreet. It has 192 members and holds $6 million. It opened in 2014.
Fees and returns
- Annual fee
- 1.27% of your balance each year
- Return over 1 year
- +17.3% a year
- Return over 3 years
- +10.1% a year
- Return over 5 years
- +7.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 45%, australasian equities 36%, cash and cash equivalents 18%.
Largest holdings
- Cash ANZNZ (NZD) 12.41%
- Newmont Corp 7.83%
- Alphabet 6.52%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +17.3% |
| 2024/25 | +0.6% |
| 2023/24 | +13.1% |
| 2022/23 | −0.2% |
| 2021/22 | +6.0% |
| 2020/21 | +26.4% |
| 2019/20 | −1.9% |
| 2018/19 | −0.9% |
| 2017/18 | +13.3% |
| 2016/17 | +6.0% |
About this fund
The QuayStreet Altum Fund is an actively managed, high-conviction specialist fund holding a concentrated portfolio of mainly Australasian shares, which can also include international shares, cash, fixed interest and derivatives. Because it is high-conviction, its asset allocation and diversification can change considerably over time, and it may use derivatives and short selling. It has operated since 2014 and carries an annual fund charge of 1.27%.