We offer eight professionally-managed funds - three multi-asset class funds and five 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.
At a glance
Our investment funds
Octagon Investment Funds have been developed to deliver a range of benefits to investors:
New Zealand Equities Fund
Australian Equities Fund
Listed Property Fund
New Zealand Fixed Interest Fund
Global Equities Fund
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. 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.