RESEARCH UPDATE: Research IP flags the significant changes to the QuayStreet New Zealand Equity Fund investment team and ownership. QuayStreet Asset Management was recently acquired by Smartshares Limited, with the acquisition and transition of the team due to be completed by 23rd February 2023. Portfolio Manager, Andrew South, will be leaving the business on 23rd February 2023. The fund is actively managed, which has not been Smartshares’ core business until the QuayStreet acquisition. We acknowledge Stuart Miller (CIO) had a long track record in managing active fund managers, previously at ANZ. The Research IP rating on the QuayStreet New Zealand Equity Fund has been removed.

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Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement.  Research IP gives no warranty of accuracy or completeness of information in this document.  Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice.  This document should not be relied upon as a substitute for financial advice from your financial adviser.


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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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