QuayStreet Australian Equity Fund
Quaystreet Australian Equity Fund is an aggressive KiwiSaver fund managed by QuayStreet. It has 148 members and holds $3 million. It opened in 2010.
Fees and returns
- Annual fee
- 1.27% of your balance each year
- Return over 1 year
- +9.6% a year
- Return over 3 years
- +8.4% 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
Australasian equities 94%.
Largest holdings
- BHP Billiton 11.21%
- Commonwealth Bank of Australia 8.65%
- Westpac Banking Corp 6.81%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +9.6% |
| 2024/25 | +3.0% |
| 2023/24 | +12.8% |
| 2022/23 | −2.0% |
| 2021/22 | +13.2% |
| 2020/21 | +32.9% |
| 2019/20 | −14.9% |
| 2018/19 | +2.3% |
| 2017/18 | +2.6% |
| 2016/17 | +12.9% |
About this fund
The QuayStreet Australian Equity Fund is an actively managed fund investing predominantly in companies in the S&P/ASX 200 Index, with scope for smaller Australian-listed or soon-to-list companies. It targets returns above the Australian sharemarket over the long term. As a single-country share fund it is more concentrated than global equities. It has operated since 2010 and carries an annual fund charge of 1.27%.