Octagon New Zealand Equities

To maximise the capital returns available from investing in New Zealand listed shares by targeting absolute returns. This is a high conviction, “benchmark unaware” Fund. Stock selection will be influenced by the research screens developed by the Forsyth Barr Research team with portfolio stock selections revolving around securities the Manager chooses to own rather than what is prescribed by any particular index. The portfolio will be actively traded as appropriate given the tax free status of trading under the PIE regime. The Fund will be fully invested with cash holdings limited to 10% of the Fund or that required for transactional purposes.