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.
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
Current AUM: $12,943.28*
Performance since inception*
*As of 31 October 2023. Indices’ data provided by S&P. VSFCT performance is calculated using time-weighted average returns, which are calculated monthly.
Investment Committee
Guy Hooper Director Equity Research - Jarden
Chelsea Leadbetter Executive Director & Head of Wealth Development - Forsyth Barr
Hai Lin Head of the School of Economics and Finance - Victoria University of Wellington
Tim Sumetzberger Fund Manager - VSFCT
Carys Spratt Co-President VUWFIC