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

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

fisher funds buys aons kiwisaver scheme

Fund manager Fisher Funds has bought Aon New Zealand’s KiwiSaver business, adding a billion dollars to its funds under management, although the price isn't being disclosed.  Aon is an insurance bro

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

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

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

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

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

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

controversial developer says he will offer a new style of high returning investment

A property developer at the centre of two failed residential projects says he will offer investments in a new style of fund producing returns as high as 30%. Two Auckland families are homeless after s

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

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

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

investment summit creates momentum helps convince italian tunnelers to stay

On day one of the New Zealand Infrastructure Investment Summit in Auckland, an Italian construction giant declared it was returning to the country. On day two, the Italian tunnelling firm Ghella annou

Thu, Jan 01 1970

washington plans to open private funds to more investors

By Chris Cumming The new leadership in Washington has declared plans to fulfill a longtime policy goal for private-equity managers: expanding the pool of ordinary people who can invest in the asset cl

Thu, Jan 01 1970

mercer kiwisaver funds dip into private debt investing

Most of Mercer New Zealand’s KiwiSaver customers are now investment pioneers, with a small part of their portfolio allocated to private debt. Mercer NZ’s chief investment officer, Padraig Brown, 

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

nzxs smartshares funds issued asian passport

Smartshares will soon be able to offer its funds to investors in the Asia region after it was granted the first ‘investment passport’ under a new cooperation scheme.   The Financial Markets Autho

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 01 April 2025 (NZT)
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