We offer nine professionally-managed funds - three multi-asset class funds and six single asset-class funds. Each is designed to help you achieve specific financial objectives. Here you can explore the focus of each individual fund, and how these may be combined to deliver a specific portfolio outcome.

Divider

At a glance

  • Investment options of single-asset class and multi-asset class funds
  • Active management by a professional fund manager
  • PIE compliant funds providing tax advantages to investors relative to direct investing
  • Set up regular withdrawals for cash flow
  • Options to invest lump sums or make regular contributions
  • Quick and convenient access to your investment if your circumstances change

Our investment funds

Octagon Investment Funds have been developed to deliver a range of benefits to investors:

Enhanced Cash Fund

Invests in cash, cash equivalents and short-term New Zealand fixed interest assets. Aims to achieve returns (before fees, taxes and other expenses) greater than the Official Cash Rate (OCR) over a rolling 12 month period. These investments typically have very low movement up and down in value.
Learn more

New Zealand Equities Fund

Invests mostly in New Zealand shares, and can invest in Australian listed shares, where the company has meaningful operations in New Zealand. Aims to achieve long-term returns (before fees, taxes and other expenses) greater than the S&P/NZX50 Gross with Imputation Index.
These investments typically have high levels of movement up and down in value.
Learn more

Australian Equities Fund

Invests mostly in Australian shares, and can invest in New Zealand listed shares, where the company has meaningful operations in Australia. Aims to achieve long-term returns (before fees, taxes and other expenses) greater than the S&P/ ASX 200 Accumulation Index, 50% hedged to the New Zealand dollar.
These investments typically have very high levels of movement up and down in value.
Learn more

Listed Property Fund

Mostly invests in listed financial products issued by entities whose principal business involves the owning or managing of property, property-like assets or real assets. Aims to achieve long-term returns (before fees, taxes and other expenses) greater than the S&P/NZX All Real Estate Gross with Imputation Index.
These investments typically have high levels of movement up and down in value.
Learn more

New Zealand Fixed Interest Fund

Invests in New Zealand fixed interest assets. Aims to achieve long-term returns (before fees, taxes and other expenses) greater than the Bloomberg NZBond Composite 0+ Yr Index.
These investments typically have low to moderate levels of movement up and down in value.
Learn more

Global Equities Fund

Invests in international shares. Aims to achieve long-term returns (before fees, taxes and other expenses) greater than the MSCI ACWI Net Total Return Index, 50% hedged to the New Zealand dollar. These investments typically have high levels of movement up and down in value.
Learn more

Income Fund

Invests across multiple asset classes and aims to pay distributions, and achieve long term returns inclusive of distributions (before fees, taxes and other expenses) greater than a composite benchmark relating to the fund’s target investment mix. Investors can expect moderate to high levels of movement up and down in value.
Learn more

Balanced Fund

Invests across multiple asset classes and aims to achieve long-term returns (before fees, taxes and other expenses) greater than a composite benchmark relating to the fund’s target investment mix. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are lower than those of the Growth Fund (but with less risk).
Learn more

Growth Fund

Invests across multiple asset classes, selecting a lesser exposure to cash and fixed interest investments and a greater exposure to equity and property investments and aims to achieve long-term returns (before fees, taxes and other expenses) greater than a composite benchmark relating to the fund’s target investment mix. Investors can expect high levels of movement up and down in value and to receive longer-term returns that are higher than those of the Balanced Fund (but with more risk).
Learn more
Divider

Octagon Investment Funds Performance

Performance Summary Flyer pdf (611 KB)

Quarterly Fund Updates

Quarterly Fund Updates are documents which tell you how the Octagon Investment Funds have performed along with other important information such as what fees are charged.

Learn more

Important resources

Forsyth Barr Investment Management Limited is the issuer and Octagon Asset Management Limited the investment manager of the Octagon Investment Funds. The comments on this webpage do not take your personal circumstances into account. Before acting on any information on this webpage, we recommend you seek financial advice. Past performance is not a reliable guide to future performance. Forsyth Barr Investment Management Limited, Octagon Asset Management Limited and their affiliates do not make any representation or warranty (express or implied) that this webpage is accurate, complete, or current and to the maximum extent permitted by law disclaim any liability for loss which may be incurred by any person relying on this webpage. This webpage is not intended to be distributed or made available to any person in any jurisdiction where doing so would constitute a breach of any applicable laws or regulations.

How to invest in Octagon funds

Becoming an Octagon client is straightforward. Get started today.
Find out more