Devon Fund Management

From their website: Devon Funds Management Limited is an independent investment management business that specialises in building investment portfolios for our clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Our approach is an active one where our rigorous research and analytical skills are applied to maximum advantage.

Key Managers
Devon Funds Management Limited
Mark Brown
Ownership

Our Coverage

fund management companies show diverse profitability in 2024

New Zealand fund managers have shown very mixed performances in making profits for their owners in 2024. That’s taking a step aside from how the funds they manage are performing, something of far mo

Thu, Jan 01 1970

govt to consider not taxing nz super fund

The Government is set to consider whether to stop requiring the New Zealand Superannuation Fund to pay tax. Outlining the Government’s tax work programme, Revenue Minister Simon Watts is also signal

Thu, Jan 01 1970

auckland emergency management found wanting

Another review into civil defence functions at Auckland council has found wider emergency processes were not up to scratch before the fatal Auckland floods earlier this year. Four people died and hund

Thu, Jan 01 1970

leadership changes on fonterras management team

Fonterra has promoted two of its leaders to its management team as the co-operative looks at options for its consumer business. Fonterra's president Atlantic, Richard Allen, has been appointed preside

Thu, Jan 01 1970

sharesies buys investor management platform orchestra

Online sharetrading platform Sharesies has acquired Orchestra, an Auckland start-up providing private companies with investor solutions. Orchestra launched in 2020 after crowdfunding platform Snowball

Thu, Jan 01 1970

sharesies buys investor management platform orchestra

Online sharetrading platform Sharesies has acquired Orchestra, an Auckland start-up providing private companies with investor solutions. Orchestra launched in 2020 after crowdfunding platform Snowball

Thu, Jan 01 1970

cbls harris accepts management ban

CBL Corporation's managing director, Peter Harris, says he will not take on any management or director positions at any public company or licensed insurer in New Zealand after admitting to breaching s

Thu, Jan 01 1970

nz super fund invests us100m in climate fund

The NZ Super Fund (NZSF) is committing US$100 million (NZ$157m) to a fund that invests in an innovation fund for climate change mitigation and adaptation. The Guardians of NZ Superannuation (GNZS) sai

Thu, Jan 01 1970

too high traffic management costs questioned

A select committee has heard that road cones and other traffic management requirements can add significant extra costs to infrastructure projects. Ross Copland, the chief executive of the Infrastructu

Thu, Jan 01 1970

waste management refunds customers 56m after incorrect billing

Waste Management New Zealand has refunded $5.6 million to residential customers and is working on refunding more customers after a Commerce Commission investigation found it had likely breached the F

Thu, Jan 01 1970

effective risk management the key to climate adaptation says finance committee

Adapting to climate change will be a balancing act between helping those in need while ensuring people take responsibility for managing climate risk, a new report from Parliament says. The Finance and

Thu, Jan 01 1970

perpetual guardian buys castle point funds management

Estate planning and investment firm Perpetual Guardian Group has acquired Castle Point Funds Management for an undisclosed sum to expand its retail market presence. Signed Tuesday, the acquisition of.

Thu, Jan 01 1970

the trans tasman fund trade balancing act

New Zealand just pipped Australia in the import-export duel over the 12 months to Sept 30, according to official data. Statistics department figures show NZ recorded a net gain of about $100 million i

Thu, Jan 01 1970

devon funds pushing companies on sustainability

Investor pressure on companies, remuneration, cyber attacks and indigenous rights will be high on the agenda for Devon Funds Management in the year ahead. Devon Funds has released its first annual sus

Thu, Jan 01 1970

du val put into statutory management

The government has placed the failed Du Val property development group into statutory management. It follows 64 Du Val companies and the group’s founders, Charlotte and Kenyon Clarke, being put into

Thu, Jan 01 1970

christchurch founded active refrigeration closes out direct capitals sixth fund

Direct Capital has made its final investment in its sixth fund, into a Christchurch-founded commercial and industrial refrigeration firm.  Direct Capital said on Monday it had invested in Active Refr

Thu, Jan 01 1970

hubbard management fund investors to recover entire principal

A judgment is expected to be delivered on Thursday. The S&P/NZX 50 index declined 122.94 points or 1.03% to 11,759.15....

Thu, Jan 01 1970

nzx lifts 1q sales 91 on fund management offsetting derivatives drop

By Suze Metherell May 1 (BusinessDesk) - NZX lifted first quarter sales 9.1 percent as the stock market operator's expanded fund management business offset a drop of it in its derivatives and agricu

Thu, Jan 01 1970

fail file brent impey director of devon funds

Each fortnight, Victoria Carter speaks to someone about failure, disappointment, and what they have learned. This time, she talks to Brent Impey, director of Devon Funds. I was disappointed when: I’

Thu, Jan 01 1970

forbarr sees octagon shaped hole in fund management

Forsyth Barr’s new fund management subsidiary aims to fill a space in the market for a mid-sized active firm and deal with perceptions of any conflict of interest. Octagon Asset Management is essent

Thu, Jan 01 1970

major investor devon slashes stake in tower insurance

By Edwin Mitson May 30 (BusinessDesk) - A major investor in insurance business Tower has slashed its stake from just under 12 percent to just under 8 percent as the insurer's share price slumped and

Thu, Jan 01 1970

devon funds lists funds under management to 923 mln on kiwisaver roaring stocks

A judgment is expected to be delivered on Thursday. The S&P/NZX 50 index declined 122.94 points or 1.03% to 11,759.15....

Thu, Jan 01 1970

devon funds joins the fray rules out dgl

Devon Funds Management has become the latest fund manager to rule out future investment in DGL Logistics after its chief executive made racist and sexist comments. Victoria Harris, a Portfolio Manage

Thu, Jan 01 1970

devon parent reviews options amid sector shakeup

New Zealand’s wealth management sector is experiencing an “unprecedented period” of change and consolidation, and Investment Services Group's chair, Paul Glass, says it is not immune.  Glass c

Thu, Jan 01 1970

carbon fund

Carbon Fund (NS) is a managed investment scheme with the aim to provide investors with a total return exposure to the price of carbon credits. The Fund has the ability to buy carbon credits in emissio

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 21 November 2024 (NZT)
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