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Octagon Investment Funds

Creating your future wealth is our focus

We have a new name but a rich history. Launched in November 2021, Octagon Asset Management is a boutique funds management company with a team based in Wellington, Auckland, and Dunedin. We believe in our process and our people invest their money alongside you.

With Octagon, your investment is in expert hands. Our funds are each managed to specific investment objectives. By investing in an individual fund that aligns with your objectives, or building a portfolio of investments across our selection of eight funds, you benefit from the diversification and flexibility delivered by managed funds.

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 investmentWe 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

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, by contacting your Financial Adviser, or by calling 0800 628 246.

More about Octagon Investment Funds

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