Student-run investment fund
About the fund
We currently run a student-run investment fund at Victoria University of Wellington. This is done through our strategic partnership with the Victoria Finance and Investment Club. The fund’s primary objective is to provide a comprehensive educational experience for students, fostering a deep understanding of investment principles.
The fund is overseen by experienced professionals dedicated to mentoring students and offering expertise in investment decision-making. The investment decisions are made by an investment committee, comprising a minimum of two students, one academic staff member and one industry professional.
Overall, the fund provides students with the opportunity to acquire knowledge in the following areas:
Portfolio management
How to value securities (DCF, comparable companies, comparable transactions)
Presentation and writing skills
The investment process
The fund additionally provides students with hands-on experience in financial management, allowing them the opportunity to navigate the challenges associated with handling monetary resources within a supportive and controlled environment.
The fund currently has eight holdings. It has exited two positions. To see these holdings and their performance, click below.
For more background information on the fund, such as who is on the investment committee, click below.
The fund’s performance vs its benchmarks
Performance since inception*
Recent performance*
*As of 31 October 2023. Indices’ data provided by S&P. VSFCT performance is calculated using time-weighted average returns, which are calculated monthly.
You can check out our latest investment report below. This report goes over our asset allocation, the diversity of our portfolio, and an update on our holdings and performance.
FUM: $12,943.28*