At Devon Funds we have a long history of engaging with companies on issues associated with the environment, social best practice and corporate governance (ESG). This approach is employed across all our investment strategies but in early 2020 we will also offer an investment fund which explicitly recognizes Sustainability as a key foundation in […]

The Fund enjoyed another strong month in October, delivering a return of +2.34% after all fees and expenses. Since inception, the Fund has now returned +55.0% after all fees and expenses. This performance occurred against a more mixed backdrop for the NZ and Australian markets, which posted returns of -1.3% and […]

November 1, 2019 – Mark Riggall – Portfolio Manager

With the Kiwi dollar about 10% lower than last year, Portfolio Manager Mark Riggall discusses what’s caused the fall, the outlook for the dollar and he explains how we manage currency decisions in the funds.

October 30, 2019 – David Lewis – Portfolio Manager & Deputy CIO

Portfolio Manager David Lewis discusses how we’re positioning our funds for success amidst an economy that’s growing slower than it has in the past few years.

1st Nov 2019 – Adam Kirkman – Head of ESG Sydney, Australia

The annual PRI in Person conference was held in Paris this year, with the theme of Responsible investment in an age of urgent transition. Despite the complexity of the existential crisis we face, […]

28th Oct 2019 – Joseph Titmus – Portfolio Manager/Analyst, Global Listed Infrastructure Sydney, Australia

Infrastructure is vital to economic growth. It creates a virtuous, never-ending cycle: investment in infrastructure helps stimulate sustainable long-term economic growth which then creates a further need for infrastructure. One of the current developments that is driving […]

31st Oct 2019 – Simon Steele – Head of AMP Capital Global EquitiesLondon, United Kingdom

The global healthcare sector has been an attractive destination for investors for many years due to a combination of high profitability, strong growth and stable demand, but demographics and budget constraints are putting the […]

16th Oct 2019 – Andy Gardner – Investment Manager, Global Equities – Equities Sydney, Australia

Long-term fundamental investing is more connected with the real world than the world on our screens. It is focused on aligning with the longer-term trend rather than speculating on the fluctuations around it. In this […]

Greg Fleming – Head of Investment Strategy

October saw a marked improvement in sentiment, with all major equity markets seeing gains. Trade conflict improvements are a required support for good sentiment to persist and continuing progress could provide further gains in the fourth quarter.

Thursday 7^th November. Article by Liam Dann, originally published by NZ Herald

The UK Brexit faces another delay and yet another vote as Brits head to the polls in December.

But despite another week of high political drama in the British Parliament the odds of an orderly resolution now […]