Octagon Investment funds

Key Managers
Malcolm Davie
Rob Mercer
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

councils on notice ring fence water funds

Local councils are on notice to ring-fence funding and produce plans for complying with new water infrastructure regulations by the middle of next year. In the coalition government's latest announceme

Thu, Jan 01 1970

fisher funds submitter complained about performance fees

The Overseas Investment Office considered an unsolicited objection to the sale of Kiwi Wealth to Fisher Funds, records obtained under the Official Information Act show.  Fisher Funds’ deal to purch

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

billion dollar mining funds manager says nzs door is open

A multi-billion dollar funds manager specialising in the mining sector is paying more attention to New Zealand after the change in government, and it's actively looking at at least one project. Taurus

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

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

kiwisaver funds leech 2b on global turmoil

KiwiSaver investors shed $2 billion to funds under management of $96.3b during the three months to September, as average multisector funds produced negative returns for the quarter. While Conservative

Thu, Jan 01 1970

asset pricing rules deterring kiwisaver funds from private investments

KiwiSaver providers should be able to opt out of rules that are hindering them from chasing potential higher returns in private assets, according to a legal opinion released on Thursday. The Centre fo

Thu, Jan 01 1970

which nzx firms lost or gained nz super fund investment

Aged care operator Arvida, property group Stride, telco infrastructure firm Chorus and milk marketer a2 are among the New Zealand stock exchange-listed firms enjoying increased investment from the NZ.

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

on the money fisher funds flurries snacks and snags at the nzx and more

An Australian fascination with Fisher Funds Business journalism, as practised in Australia, is different from New Zealand. Just like Aussie politics, the scene is bigger and more rambunctious, and a l

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

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

the art of continuous investment improvement

'Everyone has a plan until they get punched in the mouth.' – Mike Tyson. An investment framework … The most important thing to me and anyone I know who is serious about investing is to have “an

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

free to a good home why anz funds set loose circa 35b

Fund managers don’t usually give away billions of dollars for nothing. But last week, ANZ revealed an executive decision that will return between $3 billion and $4b – let’s say $3.5b – of whol

Thu, Jan 01 1970

pension funds are pulling us325 billion from stocks

By Heather Gillers and Charley Grant Stock portfolios at large pension funds had a blockbuster run. Now, managers are cashing out. Corporate pension funds are shifting money into bonds. State and loca

Thu, Jan 01 1970

cathie woods popular ark funds are sinking fast

By Jack Pitcher  Cathie Wood ’s investors are jumping ship. They rushed into her funds and won big during the pandemic when the star fund manager became a social-media sensation by making bold bets

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

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 09 May 2024 (NZT)
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