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.

To learn more about the fund, including its performance, its holdings and more, click below.

Workshops

About the workshops

Our partnership with VSFCT allows our members to deliver financial literacy workshops. Our members have been lucky enough to get to present these nationally. It allows our members to give back to the community while improving their public speaking and presenting skills.

Additionally, this partnership means VSFCT helps present or find people/organisations to offer workshops that aim to improve the financial literacy of our members. 

To learn more about the workshops, click below.