National Capital - Your Trusted KiwiSaver Adviser
Explore QuayStreet KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. While we do not work directly with QuayStreet KiwiSaver, we include their funds in our KiwiSaver industry research. Our advice service is comprehensive, covering over 90% of the KiwiSaver market to ensure well researched, unbiased recommendations.
Why National Capital for KiwiSaver Advice?
At National Capital, we simplify the KiwiSaver advice process by providing expert, unbiased recommendations tailored to your needs. Our proprietary investment selection methodology is designed to help you build trust and confidence in your investments. Through this process we thoroughly evaluate KiwiSaver funds across the below 6 pillars to determine the best providers and funds for your goals and circumstances.
1
Performance After Fees
Quality and consistency of returns
25
pts
2
Fees Alignment
Assessment of value provided for fees charged.
15
pts
3
Organisational Capability
The capability of the organisation to manage your money.
20
pts
4
Organisational Stability
Overall stability within a provider’s organisation.
10
pts
5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
20
pts
6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
10
pts
Start your KiwiSaver Success Journey Today
Making the right KiwiSaver choice today could significantly boost your future savings. We’ve helped Kiwis take charge of over $170 million in KiwiSaver investments. Let us help you too. Your KiwiSaver provider won’t tell you it’s time for a change. We will!
QuayStreet KiwiSaver
About QuayStreet
QuayStreet Asset Management is a New Zealand‐based, award‑winning investment manager under Smartshares (part of NZX), offering actively managed diversified, sector, and specialist funds. Their team blends fundamental research and disciplined portfolio construction to deliver risk‑adjusted returns using high‑quality investment strategies across geographies and asset types.
QuayStreet KiwiSaver Scheme
The QuayStreet KiwiSaver Scheme offers a diverse range of actively managed funds, catering to various investor risk profiles and time horizons. These funds are designed to provide flexibility, allowing members to tailor their investment strategies to their individual financial goals. Notably, QuayStreet has been recognised for its excellence in fund management, receiving the Morningstar Award for Fund Manager of the Year – KiwiSaver, New Zealand, in 2025.
How Does QuayStreet Invest?
QuayStreet employs an active investment management approach, emphasising fundamental research and analysis to identify investment opportunities. Their investment philosophy involves constructing diversified portfolios across various asset classes, including equities, fixed income, and cash. The fund managers assess market conditions, economic indicators, and company-specific factors to make informed investment decisions, aiming to achieve optimal risk-adjusted returns for members.
Does QuayStreet Invest Responsibly?
QuayStreet is committed to responsible investing. They offer a dedicated Socially Responsible Investment (SRI) Fund, which adheres to a rigorous SRI policy incorporating both negative and positive screening processes. The negative screening excludes investments in industries such as tobacco, controversial weapons, and fossil fuels, while the positive screening seeks companies with strong Environmental, Social, and Governance (ESG) practices. This approach ensures that investments align with ethical standards and contribute positively to society and the environment.
Last updated: 6th May 2025. | Source: Provider’s website