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.

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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

The fund aims to provide a return above the Official Cash Rate (OCR) over a rolling 12 month period, by investing in cash, cash equivalents and short-term New Zealand fixed interest assets. These investments typically have very low movement up and down in value.
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New Zealand Equities Fund

The fund aims to achieve positive long-term returns by investing mostly in selected New Zealand shares, and in Australian listed shares, where the company has meaningful operations in New Zealand, which will typically have high levels of movement up and down in value.
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Australian Equities Fund

The fund aims to achieve positive long-term returns by investing mostly in selected Australian shares, and in New Zealand listed shares, where the company has meaningful operations in Australia, which will typically have very high levels of movement up and down in value.
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Listed Property Fund

The fund aims to achieve positive long-term returns by investing in selected listed property vehicles which will typically have high levels of movement up and down in value.
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New Zealand Fixed Interest Fund

The fund aims to achieve positive long-term returns by investing in selected New Zealand fixed interest assets which will typically have low to moderate levels of movement up and down in value.
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Global Equities Fund

The fund aims to achieve positive long-term returns by investing in selected international shares which will typically have high levels of movement up and down in value.
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Income Fund

The fund aims to pay distributions, while maintaining the fund’s capital value over the longterm by selecting exposure across asset classes. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are generally higher than term deposit rates of domestic major banks and are lower than those of the Growth Fund.
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Balanced Fund

The fund aims to achieve positive long-term returns by selecting exposure across asset classes. 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.
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Growth Fund

The fund aims to achieve positive long-term returns by selecting exposure across asset classes. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are higher than those of the Balanced Fund.
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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.

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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.
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