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Fund manager

Octagon

Octagon Asset Management Limited

NZ active manager (part of Forsyth Barr) running diversified and equity funds.

Funds tracked
3
Headquarters
Auckland
Parent
Forsyth Barr
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Peer managers

Other NZ managers in Australasian Equities

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

1 fund
Octagon Balanced Fund
PIE · capped at PIR (max 28%) balanced

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Octagon Australasian Equities Fund
PIE · capped at PIR (max 28%)
Octagon New Zealand Equities Fund
PIE · capped at PIR (max 28%)

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