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Investment Funds

Forsyth Barr has launched a specialist Funds Management business

On November 30 2021, Forsyth Barr launched a new funds management business - Octagon Asset Management Limited.

The same team of fund managers

The team of fund managers responsible for the eight Forsyth Barr Investment Funds now lead the Octagon Investment Funds.

Learn more Octagon Investment Funds

Octagon Investment Funds

Actively-managed funds managed to specific investment objectives

New Zealand Equities Fund

All information relating to the New Zealand Equities Fund can now be found at octagonasset.co.nz

View New Zealand Equities Fund

Australian Equities Fund

All information relating to the Australian Equities Fund can now be found at octagonasset.co.nz

View Australian Equities Fund

Listed Property Fund

All information relating to the Listed Property Fund can now be found at octagonasset.co.nz

View Listed Property Fund

Global Equities Fund

All information relating to the Global Equities Fund can now be found at octagonasset.co.nz

View Global Equities Fund

New Zealand Fixed Interest Fund

All information relating to the New Zealand Fixed Interest Fund can now be found at octagonasset.co.nz

View New Zealand Fixed Interest Fund

Income Fund

All information relating to the Income Fund can now be found at octagonasset.co.nz

View Income Fund

Balanced Fund

All information relating to the Balanced Fund can now be found at octagonasset.co.nz

View Balanced Fund

Growth Fund

All information relating to the Growth Fund can now be found at octagonasset.co.nz

View Growth Fund

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.

Contact Us

Find out more about the Octagon Investment Funds by speaking to an Investment Adviser, calling the Octagon client service team on 0800 628 246 or visiting octagonasset.co.nz.