Octagon Investment Funds

We are committed to an active fund management approach, and believe that outstanding fund managers, supported by best-in-class research, will deliver the best performance in the long-term. 

• We adopt a flexible investment approach. We believe investors benefit from diversification across and within asset classes.
• We prioritise responsible investment. We incorporate environmental, social and governance factors when we consider making investment decisions.
• We are active investment managers. We are patient, disciplined investors and are prepared to research deeply to find and exploit mispriced securities. 
• We seek attractive, risk-adjusted returns. There is no return without risk. But when risk is mispriced, there can be opportunity.
• We apply clear asset selection criteria. In considering investments within each fund, our criteria are clearly defined and transparent.
  
  

To learn more about Octagon Investment Funds, speak to an Investment Adviser or visit www.octagonasset.co.nz.

Forsyth Barr Investment Management Limited is the issuer, and Octagon Asset Management Limited the investment manager, of the Octagon Investment Funds. A copy of the Product Disclosure Statement for the Funds is available from www.octagonasset.co.nz/disclosure-information/, by contacting your Financial Adviser, or by calling 0800 628 246.