Octagon Investment funds

Key Managers
Rob Mercer
Malcolm Davie
Ownership
Website

Our Coverage

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

the bankers investment trust

The Bankers Investment Trust aims over the long term to achieve capital growth in excess of the FTSE World Index and annual dividend growth greater than inflation, as defined by the UK Retail Prices I

Thu, Jan 01 1970

boom year for milford funds as funds generate more performance fees inflows rise

By Jonathan Underhill Sept. 24 (BusinessDesk) - Milford Funds , the public issuer of Milford Asset Management's retail funds, reported a 79 percent jump in annual fee revenue reflecting an inflow of m

Thu, Jan 01 1970

new foreign investment agency the details

Foreign direct investors will be wooed by a new agency, Invest New Zealand, as part of the Government’s new push to drive the economy out of its current long period of doldrums. Prime Minister Chris

Thu, Jan 01 1970

blackrock funds westgate development

BlackRock has made its first private credit investment in New Zealand, financing development in Auckland’s Westgate as part of a $235 million package. The deal just inked will benefit Westgate Town

Thu, Jan 01 1970

fma censures pathfinder over ethical investment marketing

The Financial Markets Authority has censured Pathfinder Asset Management for misleading promotions of its KiwiSaver Funds ethical investments. The marketing campaigns relate to investments in companie

Thu, Jan 01 1970

the city of london investment trusts

The Company's objective is to provide long-term growth in income and capital, principally by investment in equities listed on the London Stock Exchange. The Board continues to recognise the importance

Thu, Jan 01 1970

fma issues civil proceedings against booster kiwisaver leadership for alleged serious breaches

The market watchdog alleges current and former directors of Booster KiwiSaver used funds to invest in related wine businesses, gaining an advantage and failing to disclose conflicts of interest.  The

Thu, Jan 01 1970

salt funds wins mandate for amp capitals 690m active nz equity funds

By Jonathan Underhill March 19 (BusinessDesk) - Salt Funds Management, the boutique investment manager set up by its principals about two years ago, has won the mandate to manage AMP Capital's active.

Thu, Jan 01 1970

funds inflow underpins fisher funds 2015 earnings in year of smaller bonuses

By Jonathan Underhill Oct. 14 (BusinessDesk) - Fisher Funds Management lifted funds under management by 10 percent to $6.6 billion in 2015, helping underpin earnings in a year when investment returns

Thu, Jan 01 1970

tons of funds

New data from the US industry body, the Investment Company Institute, shows a global managed fund market in rude health. According to the ICI data, the amount of money mooching around in regulated fun

Thu, Jan 01 1970

fc investment trust plc

Foreign & Colonial Investment Trust aims to grow investor capital and income over the mid to long term. They invest primarily in equities, in both well-established companies listed on the world's majo

Thu, Jan 01 1970

unscrambling egs investment in trumps world

Acronym-coiners missed a trick when midwifing the birth of the environmental, social and governance movement some indeterminate number of years ago.  Why not environmental, governance and social? EGS

Thu, Jan 01 1970

industry certified responsible investment funds outperform says report

The idea that investors have to choose between "responsible investment" and good returns has been decisively debunked, says research released today.  The Responsible Investment Association Australasi

Thu, Jan 01 1970

australian foundation investment company

Australian Foundation Investment Company Limited specializes in investing in Australian equities. The company has a diverse portfolio of 75 Australian companies. The company follows a dividend reinves

Thu, Jan 01 1970

movie star olivia colman plays her part in sustainable investment

Ethical investment charity Mindful Money is drawing on Olivia Colman’s star power to try to convince New Zealanders to avoid fossil fuels in their investments and KiwiSaver funds. It is launching a

Thu, Jan 01 1970

infratils data centre investment value soars

Infratil’s data centre investment is now worth a total A$13.7 billion (NZ$15.18b), up from A$10.2b just two months ago, pricing its almost 50% stake at A$6.85b. The higher revaluation for CDC Data C

Thu, Jan 01 1970

fees fed kiwisaver funds ignoring vc investment

The absence from the venture capital market of the country’s larger KiwiSaver funds is one of the factors holding back early-stage New Zealand companies’ growth, says the chief executive of NZ Gro

Thu, Jan 01 1970

nz govt investment funds to dump russian assets

While the New Zealand government mulls over introducing new legislation to allow for harder sanctions against Russia for its invasion of Ukraine, four large state-owned NZ investment funds will be dum

Thu, Jan 01 1970

fisher funds promotes gardyne to chief investment officer

Fisher Funds senior portfolio manager Ashley Gardyne has taken over the role of chief investment officer from Frank Jasper who has decided to step down. Gardyne has been with the specialist investment

Thu, Jan 01 1970

how the government can tap private funds for social investment ambitions

Social investment is one of this Government’s big ideas – but what role can private investors play? Jem Traylen talks to three investment experts who are already working in this space. The chair

Thu, Jan 01 1970

ece investment funds grow despite sector crisis

Investment funds into early childhood education are thriving despite rising costs, staff shortages and inadequate government funding plaguing the sector.  While small services struggle to stay afloat

Thu, Jan 01 1970

ece investment funds grow despite sector crisis

Investment funds into early childhood education are thriving despite rising costs, staff shortages and inadequate government funding plaguing the sector.  While small services struggle to stay afloat

Thu, Jan 01 1970

passive or active investment funds

Passive investing has been the fastest-growing investment vehicle in recent years, particularly during the pandemic. The following figures – published by Boston Consulting Group (BCG ) in its Global

Thu, Jan 01 1970

toi foundation scotches fisher funds sale talk

The two-thirds owner of Fisher Funds, Taranaki-based Toi Foundation, has scotched a report in Australian media that it is seeking to quit its holding in the newly beefed-up KiwiSaver provider and fund

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:08am 23 February 2025 (NZT)
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