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

how us investment firm rescued aussies second largest airline

By Stuart Condie With businesses sending workers home at the start of the covid-19 pandemic, Bain Capital’s Mike Murphy dashed to buy his first webcam. While browsing an electronics store, his phone

Thu, Jan 01 1970

flow time for funds

The Reserve Bank of New Zealand's managed funds graph for the first three quarters of 2020 resembles a big tick. From the peak at the beginning of the year, the line descends sharply to the March low,

Thu, Jan 01 1970

responsible investment is swimming against global esg backlash

Harbour Asset Management’s biennial forum on responsible investment couldn’t ignore the strong headwinds pushing back against ESG finance. In 2023, there were strong rumblings of discontent in the

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

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

government scraps nz green investment finance

Climate Change Minister Simon Watts announced on April 8 that the Government will wind down New Zealand Green Investment Finance’s portfolio and stop making new investments. He cited poor results fo

Thu, Jan 01 1970

facebook is no place for high risk financial investment offers

Sarah Wynn-Williams’ claims in her memoir, Careless People, that a callous Facebook executive offered to censor on behalf of the Chinese Government as a way of getting the platform into China are sh

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

wasted potential food scrap u turn chills sector investment 1

There was palpable frustration at the WasteMINZ conference in early June.      WasteMINZ represents councils, commercial waste operators and environmental groups.  This year’s gathering was over

Thu, Jan 01 1970

half steam ahead kiwisaver flows slow as retail funds track higher

KiwiSaver chugged through another financial year to arrive at March 31 about 11.5% ahead of its April 1, 2024, departure point, according to the latest Reserve Bank of New Zealand quarterly fund-spott

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

your mid year investment health check

Attribution (again) … This is the analytical process of identifying and quantifying the sources of an asset’s returns relative to a benchmark or its overall performance.  Said another way, it’s

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

aussie fund manager shaws buys devon funds

Australian funds manager and broker Shaw and Partners has bought a 75% stake in some $7 billion of funds under management by Auckland-based Investment Services Group, which includes Devon Funds. Also.

Thu, Jan 01 1970

investment boost means more cash for listed property sector

The Government’s key Budget 2025 policy is helping bolster listed property companies' bottom lines, though it only partly restores recent tax law changes. Unveiled by Finance Minister Nicola Willis,

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

kiwisaver and fossil fuels weighing the investment decision

Five KiwiSaver providers have topped Mindful Money’s list for investment into fossil fuel companies. BusinessDesk looks at both sides of the issue. Part 1 of 2. This year, ethical investment charity

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:04am 06 July 2025 (NZT)
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