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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Octagon Investment Funds

Scheme number: SCH10647

Funds tracked
3
Brand manager
Octagon
Legal issuer
Forsyth Barr Investment Management Limited
FMA Disclose register · SCH10647 OFR10802 — Octagon Investment Funds

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%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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