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QuayStreet KiwiSaver Scheme
QuayStreet KiwiSaver Scheme is a KiwiSaver provider that runs 12 KiwiSaver funds, has 7,286 members, manages $410 million, or 0.3% of the KiwiSaver market.
About QuayStreet KiwiSaver Scheme
QuayStreet is the active management brand within NZX's Smartshares group, offering a different investment approach from Smartshares' index-tracking products. The KiwiSaver scheme dates back to 2007 under earlier names and became QuayStreet KiwiSaver in 2016, before NZX acquired QuayStreet Asset Management from Craigs Investment Partners in 2023. Its ten KiwiSaver funds span conservative through high growth, alongside specialist options including New Zealand equity, international equity, Altum, income, fixed interest and a socially responsible investment fund. All funds are actively managed, with allocations adjusted according to market conditions.
Key facts
- Ownership
- NZ-owned
- KiwiSaver scheme established
- 2007
- Investment approach
- Active multi-asset
- KiwiSaver funds under management
- $410 million (0.3% of the KiwiSaver market)
- Members
- 7,286
- Average member balance
- $55,797
- KiwiSaver funds offered
- 12
- Annual fee range
- 0.76% – 1.31%
Fund range by risk profile
- Defensive: 1 fund
- Conservative: 2 funds
- Balanced: 2 funds
- Growth: 1 fund
- Aggressive: 6 funds
How has QuayStreet KiwiSaver performed?
Over the last 5 years, their highest-returning fund was the Growth Fund, at +9.0% a year after fees and tax.
| Risk profile | Fund | Return |
|---|---|---|
| Conservative | Quaystreet Conservative Fund | +4.5% |
| Balanced | Quaystreet Balanced Fund | +9.5% |
| Growth | Quaystreet Growth Fund | +11.9% |
| Aggressive | Quaystreet High Growth Fund | +14.8% |
KiwiSaver funds offered by QuayStreet KiwiSaver Scheme
| Fund | Risk profile | Annual fee | 1 year | 5 years p.a. |
|---|---|---|---|---|
| Quaystreet Fixed Interest Fund | Defensive | 0.76% | +2.6% | +1.9% |
| Quaystreet Conservative Fund | Conservative | 0.76% | +4.5% | +3.4% |
| Quaystreet Income Fund | Conservative | 0.76% | +3.8% | +2.9% |
| Quaystreet Balanced Fund | Balanced | 1.02% | +9.5% | +7.2% |
| Quaystreet Socially Responsible Investment Fund | Balanced | 1.02% | +7.3% | +6.8% |
| Quaystreet Growth Fund | Growth | 1.27% | +11.9% | +9.0% |
| Quaystreet Altum Fund | Aggressive | 1.27% | +17.3% | +7.1% |
| Quaystreet Australian Equity Fund | Aggressive | 1.27% | +9.6% | +7.1% |
| Quaystreet High Growth Fund | Aggressive | 1.31% | +14.8% | Not reported |
| Quaystreet International Equity (NZd Hedged) Fund | Aggressive | 1.15% | +15.6% | Not reported |
| Quaystreet International Equity Fund | Aggressive | 1.17% | +16.7% | +13.7% |
| Quaystreet New Zealand Equity Fund | Aggressive | 1.27% | +4.0% | +0.7% |
Figures are after fund charges and tax, sourced from the FMA Disclose Register. Past performance is not a reliable indicator of future returns.