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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
Octagon websiteRead the Octagon review →

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
Fee
1.17%
5y return
3.18%
Risk
4/7
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
Fee
1.17%
5y return
1.25%
Risk
4/7
PIE · capped at PIR (max 28%)

Questions about Octagon

How many managed funds does Octagon offer in New Zealand?▾

Octagon runs 3 retail managed funds available to New Zealand investors, across 2 asset classes: Diversified Funds, Australasian Equities. Counts are taken from the FMA Disclose register.

What does Octagon charge?▾

Annual fund charges across Octagon's 2 funds with published data range from 1.17% to 1.17% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Octagon a licensed fund manager in New Zealand?▾

Octagon operates in New Zealand as Octagon Asset Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Octagon's funds PIEs?▾

3 of Octagon's 3 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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