QuayStreet Asset Management

What QuayStreet Asset Management does

QuayStreet Asset Management is a New Zealand-based specialist fund manager headquartered in Auckland, operating under the Smartshares Limited umbrella as the formal Manager and Issuer of its product range. The firm offers twelve managed funds spanning four diversified portfolios (Conservative, Balanced, Growth, High Growth), five sector funds (Fixed Interest, NZ Equity, Australian Equity, International Equity, International Equity NZD Hedged), and three specialty funds (Income, Socially Responsible Investment, Altum). It also distributes a KiwiSaver retirement scheme that leverages the same twelve-fund menu, allowing members to construct their own KiwiSaver portfolio. All QuayStreet funds are registered as Portfolio Investment Entities (PIEs), giving investors a maximum 28% tax rate versus the standard 30-33% personal rate.

The investment of the QuayStreet Funds is managed by the Investment Manager, QuayStreet Limited, with investment oversight aimed at outperforming each fund's benchmark. Distribution is direct-to-consumer, executed through the quaystreet.com website, an online client portal, phone-based customer service (0800 782 900), and email. Acquisition is supported by an online Risk Profile Tool and a KiwiSaver Calculator designed to convert self-directed retail investors. Minimum investment thresholds of $100 per month or $1,000 lump sum make the funds accessible to a broad retail base. QuayStreet has won three 2025 industry awards: Morningstar Fund Manager of the Year - KiwiSaver New Zealand, INFINZ Chapman Tripp Diversified Growth Fund Manager of the Year, and Canstar's Outstanding Value KiwiSaver Scheme Awards 2025.

QuayStreet generates revenue through recurring management fees on funds under management across both its managed fund and KiwiSaver vehicles. The customer base is exclusively New Zealand individual retail investors, with no disclosed institutional or wholesale clients. The company operates with 1-10 employees and serves a single-country domestic market in Oceania, with no current evidence of geographic or vertical expansion.

Name

QuayStreet Asset Management

Legal name

QuayStreet Asset Management Limited

Website

https://quaystreet.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

QuayStreet Asset Management is a New Zealand fund manager offering twelve managed funds plus a KiwiSaver scheme to individual retail investors, operating under parent Smartshares Limited and distributing direct-to-consumer via its website and client portal.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

akta.pro secondary industry

Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)

Keywords

• Managed fund investments
• KiwiSaver scheme administration
• Portfolio management services
• Investment fund management
• Retail asset management

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Management Fees: QuayStreet generates revenue through management fees charged on the funds under management. The funds are suitable for varying investment needs and timeframes, offering diversified and sector-specific investment options.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

QuayStreet Asset Management is a New Zealand funds management firm that offers 12 managed investment funds and a KiwiSaver retirement scheme to individual retail investors. The funds are split into Diversified Funds (Conservative, Balanced, Growth, High Growth), Sector Funds (Fixed Interest, NZ Equity, Australian Equity, International Equity, International Equity NZD Hedged), and Specialty Funds (Income, Socially Responsible Investment, Altum), with each fund registered as a Portfolio Investment Entity (PIE). Investments are managed by QuayStreet Limited, while Smartshares Limited acts as the Manager and Issuer of the schemes. Investors can enter with as little as NZ$100 per month or NZ$1,000 as a lump sum and access accounts via an online client portal.

Product overview

QuayStreet Asset Management is a New Zealand fund manager offering a portfolio of 12 managed funds plus a KiwiSaver retirement scheme. The funds are organized into three categories: four Diversified Funds (Conservative, Balanced, Growth, and High Growth) that provide varying levels of risk exposure through mixed asset allocations; five Sector Funds (Fixed Interest, NZ Equity, Australian Equity, International Equity, and International Equity NZD Hedged) that focus on specific asset classes or geographic regions; and three Specialty Funds (Income, Socially Responsible Investment, and Altum) that serve specialized investment needs. Smartshares Limited acts as the Manager and Issuer of the QuayStreet Funds and KiwiSaver Scheme. The investment of the QuayStreet Funds are managed by the Investment Manager, QuayStreet Limited. All QuayStreet Funds are registered as Portfolio Investment Entities (PIEs).

Differentiator

Problem solved

Functional benefit

Products and services

• Conservative Fund A diversified portfolio with an emphasis on conservative assets such as fixed interest investments, targeting returns above the Fund's benchmark over the long term. Designed for investors with a conservative risk appetite.
• Balanced Fund A diversified portfolio balancing fixed interest and growth assets, suitable for investors seeking moderate risk and targeting returns above the Fund's benchmark over the long term.
• Growth Fund A diversified portfolio with an emphasis on growth assets, designed for investors with higher risk tolerance and seeking returns above the Fund's benchmark over the long term.
• High Growth Fund A diversified portfolio with a greater emphasis on growth assets, targeting returns above the Fund's benchmark over the long term for investors with a high growth risk profile.
• Fixed Interest Fund A diversified portfolio of fixed interest and derivative investments providing returns above the Fund's benchmark over the long term, for investors seeking income with lower volatility.
• NZ Equity Fund Primarily invests in shares from the New Zealand market, targeting investors seeking domestic equity exposure and growth investors.
• Australian Equity Fund Primarily invests in shares from the Australian market, providing investors with exposure to Australian equities for geographic diversification beyond New Zealand.
• International Equity Fund Primarily invests in shares from the international market, diversifying investors away from the New Zealand dollar by leaving currency exposure unhedged.
• International Equity (NZD Hedged) Fund Primarily invests in shares from the international market where currency exposure is fully hedged to the New Zealand dollar, reducing FX volatility for investors.
• Income Fund A diversified portfolio with an emphasis on income producing assets, providing returns above the Fund's benchmark over the long term while preserving real value relative to inflation.
• Socially Responsible Investment Fund A diversified portfolio of investments in fixed interest and growth assets selected in accordance with the QuayStreet Socially Responsible Investment (SRI) Policy.
• Altum Fund A concentrated portfolio of Australasian shares that can also include international shares, cash, fixed interest investments and derivatives, targeting returns above the Fund's performance benchmark over the long term.
• QuayStreet KiwiSaver Scheme A retirement savings scheme with 12 fund options designed for investors with different risk appetites, allowing KiwiSaver members to create their own KiwiSaver portfolio from the same fund range.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Smartshares LimitedcoreOthersSmartshares Limited is the Manager and Issuer of the QuayStreet Funds and QuayStreet KiwiSaver Scheme. This is an internal operating relationship where Smartshares serves as the formal fund manager and issuer, with QuayStreet operating as the investment management brand.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• ANZ Investments: One of the largest NZ KiwiSaver scheme providers and managed-fund issuers, distributing through the ANZ bank channel. A broad incumbent with overlapping product set (diversified, sector, KiwiSaver) and significantly larger scale.
• Smartshares (parent brand): Licensed Manager and Issuer of QuayStreet Funds and KiwiSaver Scheme, and a major NZ issuer of exchange-traded funds. Broader incumbent operating the regulated fund infrastructure under which QuayStreet operates, with overlapping NZ retail investor reach.

Direct peers

• Fisher Funds Management: NZ-based active fund manager with diversified funds, sector funds, and KiwiSaver scheme serving the same NZ retail investor base. Comparable product taxonomy and risk-profiled fund lineup make it one of QuayStreet's closest direct competitors.
• Kernel Wealth: NZ-based digital fund manager offering KiwiSaver and managed funds to retail investors via a low-fee, digitally led platform. Direct competitor on the same QuayStreet value proposition of accessible, professionally managed NZ funds with strong online UX.
• Generate Investment Management: NZ-focused KiwiSaver and managed funds provider with a diversified and specialist product lineup aimed at retail investors. Comparable target customer and channel mix, including direct-to-consumer digital onboarding.
• Booster Investment Management: NZ KiwiSaver scheme provider and active fund manager offering diversified and sector funds to retail investors. Competes head-to-head for KiwiSaver balances and managed-fund wallet share.
• Salt Funds Management: NZ boutique active fund manager offering diversified, sector and specialty funds plus KiwiSaver, competing in the same risk-profiled retail product category as QuayStreet.
• Simplicity NZ: Low-cost NZ KiwiSaver and investment fund provider that has reshaped fee expectations in the local market. Competes on price/value within the same KiwiSaver scheme category and increasingly forces active managers like QuayStreet to defend fee levels.
• Milford Asset Management: One of New Zealand's largest boutique active fund managers, offering diversified and sector funds plus KiwiSaver schemes with a similar active-management philosophy. Directly comparable product mix, target market (NZ retail), and award-tracked positioning.

Emerging players

• Mercer (NZ): Global investment manager with a substantial NZ KiwiSaver scheme and institutional/retail fund presence. Comparable multi-asset and diversified product construction for KiwiSaver, but operates with materially deeper resources and broader institutional capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/QuayStreetAssetManagement
• LinkedInlinkedin.com/company/quaystreetassetmanagement

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QuayStreet Asset Management