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Devon Funds Management

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Certified

Devon Funds Management Limited (“Devon”) is an independent investment management business that specialises in building investment portfolios for our clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Our approach is an active one where our rigorous research and analytical skills are applied to maximum advantage. Devon was established in March 2010 when we acquired the well-respected asset management business of Goldman Sachs JBWere NZ Limited, which was incorporated in September 1984, and changed the name to Devon Funds Management Limited. Devon is staffed by a number of leading investment professionals who enjoy a boutique environment free from the distractions and bureaucracy of larger institutions. Most of our people are shareholders in the business and it is a requirement at Devon that any investment by staff in NZ or Australian shares must be through our Funds. Devon’s highly qualified and experienced investment team is committed to helping investors achieve their investment results. We believe our advantage lies in our people – a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield. We’ve worked hard to assemble the right talent with the necessary skills and experience to manage our client’s portfolios.

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Organisation

Company number

  • 247856

Services offered

Certified products

  • Devon Sustainability Fund

Approved products

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.