Octagon Asset Management
Who is Octagon Asset Management?
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
What are the amendment to the investment objectives?
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:
Summer New Zealand Equities Fund
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.
Summer Australian Equities Fund
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.