Launched in November 2021, Octagon Asset Management (OAM) is a boutique funds management company with a team based in Wellington, Auckland, and Dunedin. OAM believe in their process and their people invest their money alongside you. OAM are 100% New Zealand owned.
You can read more about OAM at www.octagonassetmanagement.co.nz.
OAM Fund Manager information can be found at www.octagonasset.co.nz/our-team
The objectives for the Summer New Zealand and Australian Equities are being updated. The revised objectives highlight that each fund is able to hold a small volume of shares from the other market.
The new investment objectives are as follows:
The fund invests mostly in selected New Zealand shares, and in Australian listed shares, where the company has meaningful operations in New Zealand. We aim to achieve positive long-term returns.
The fund invests mostly in selected Australian shares, and in New Zealand listed shares, where the company has meaningful operations in Australia. We aim to achieve positive long-term returns.