Investment funds / non-KiwiSaver / Shares / Australasia
The Devon Alpha Fund invests in a concentrated portfolio of approximately 10-15 select companies listed on the New Zealand and Australian share markets. The Fund does not follow an equity index and is actively managed, which means that the Manager makes their own investment decisions rather than have the Fund passively follow an index. When appropriate investment opportunities cannot be identified, the Fund may hold cash or cash equivalent securities. The Fund aims to generate capital growth over the long term.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.