Octagon Asset Management on InvestNow
Octagon Asset Management is one of 30+ specialist investment managers that have partnered with InvestNow. Octagon Asset Management has one Balanced Fund and two Australasian Equity Funds on the InvestNow platform. You can learn more about these funds and about Octagon Asset Management below.
How Octagon Asset Management describe themselves:
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.
A disciplined approach to achieving specific investment objectives. 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 nine funds, you benefit from the diversification and flexibility delivered by managed funds.
Octagon Asset Management investment options
Below is the range of investment options from Octagon Asset Management that are available through the InvestNow platform. To see a full range of managed fund investment options available on InvestNow, please click here.
Using the table below:
To view more information about a fund and to view a Product Disclosure Statement, scroll to the right. To see a fund’s description on desktop, hover over the fund name. To see a fund’s description on mobile, click ‘read description’.
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Important Information
- For a description of what each column heading means, please click here.
- The performance figures are for periods ending 30 November 2024.
- Past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
- Performance data is sourced from Morningstar or from the underlying fund manager.
- For any funds offered within the InvestNow KiwiSaver Scheme, the fund performance figures outlined are for the underlying funds that it invests into.
- Please note, the PDS fee is the manager’s estimated total annual fund charge as stated in the Product Disclosure Statement (PDS) for this fund. The Quarterly Fund Update (QFU) Fee is the latest actual total annual fund charge reported by the fund for its most recent financial year, as stated in the fund’s most recent Quarterly Fund Update. Both figures include any applicable GST as well as any performance-based fees if applicable.
- Transaction-based charges may also apply when you buy or sell a fund, which could include buy/sell spreads (as outlined in the buy/sell spread column), entry/exit fees (denoted by * in the buy/sell spread column), or swing pricing adjustments (denoted by ** in the buy/sell spread column). Please see the PDS for full details on the charges that can apply.
- Managed funds in New Zealand must have a standard risk indicator. The risk indicator is designed to help investors understand the uncertainties both for loss and growth that may affect their investment. You can compare funds using the risk indicator – 1 is lower risk and potentially lower returns, while 7 is higher risk and potentially higher returns.
Latest news & updates from Octagon Asset Management
Monthly Performance Updates & Fund Information from Octagon
Australian Equities Fund click here >>
Balanced Fund click here >>
New Zealand Equities Fund click here >>
Cash is not always king
July 2024
Kiwi households have almost NZ$250 billion sitting in their bank accounts – that’s more than double all of the assets in Kiwisaver. By any measure, that’s a pretty large number.
Signal to Noise: what’s material when investing
Investment markets are forward looking. Public markets that trade daily, like equities and fixed interest, absorb all new information today to try and instantly work out what that means for future interest rates, share prices, commodity prices and just about everything else that can be valued. Private markets like art, classic cars and watches move more slowly and there can be large gaps in pricing from one pricing event (usually but not always an auction) to the next. The concept of ‘price discovery’– knowing the value of an asset – is one of the major goals of a well-functioning public market.
Octagon Annual Report 2023
Read the 2023 Octagon Annual Report below…
Inflation-linked bonds, revisited
Inflation-linked bonds in high inflation times – good concept but how have they fared? With almost three recent years of high inflation under our belts, have inflation-linked bonds offered the protection they conceptually should have?…
Currency hedging – a financial markets free lunch?
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Commodities – a little bit of volatility anyone?
A paper by the IMF found that there was a slight downward trend in inflation-adjusted commodity prices over at least the 140-year period; yet price variability was very high. Most commodities are essential for our modern standard of living, so why then are commodity prices so volatile?…
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