Devon Funds Management

Devon Funds Management For the informed investor.

10/04/2026

How Interest Rates Could Impact Your Investments.

With the Reserve Bank of New Zealand holding the Official Cash Rate (OCR) at 2.25% and inflation forecast to remain elevated, monetary conditions continue to tighten.

While higher rates may support term deposit returns in the short term, persistent inflation can erode real returns over time.

Understanding how these dynamics influence your investment strategy is key in the current environment.

Patrick Washer, Portfolio Manager at Devon Funds, discusses the recent OCR decision and its potential impact on your investments.

If you'd like to explore your options and how Devon Funds can help, click the link below:

https://bit.ly/41sVAqD

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Please note video was filmed on 08 April 2026, after the Reserve Bank of New Zealand’s OCR review.

31/03/2026

Sustainable Investment Insights with Wendy Cromwell

Explore sustainable investing in an in-depth discussion between Alice Jones, ESG Analyst at Devon Funds, and Wendy Cromwell, Vice Chair and Head of Sustainable Investment at Wellington Management. Wendy offers expert insights into the impact of U.S. policy on climate-focused investors and explores extreme weather resilience, investor stewardship, and the energy transition.

To learn more about our Global Sustainability Fund and the Global Impact Bond Fund, visit our website at www.devonfunds.co.nz

This week’s Devon Funds Management Morning Note covers heightened geopolitical tensions following US–Israel strikes on I...
06/03/2026

This week’s Devon Funds Management Morning Note covers heightened geopolitical tensions following US–Israel strikes on Iran, signs of a turning domestic earnings cycle, another surge in oil prices, major new project announcements from New Zealand gentailers, and the latest disruptions at sea impacting energy markets.

Subscribe to the Devon Funds Morning Note to stay across the issues that matter.

To subscribe, click the link below:
https://devonfunds.co.nz/subscribe-our-regular-communications

For more market insights and our terms and conditions, visit www.devonfunds.co.nz

Devon Funds Management is proud to announce it has been awarded the prestigious Morningstar Fund Manager of the Year - E...
05/03/2026

Devon Funds Management is proud to announce it has been awarded the prestigious Morningstar Fund Manager of the Year - Equities 2026, one of the most respected recognitions in the New Zealand investment industry.

The Morningstar Fund Manager of the Year awards recognise fund managers who have delivered outstanding risk-adjusted performance and demonstrated strong investment management processes over the past year.

The Equities award acknowledges Devon Funds Management's consistent delivery of results for clients across its equities strategies.

This accolade reflects the collective strength of a team built on deep expertise, disciplined investment thinking, and a genuine long-term commitment to performance. It is the result of consistent hard work and dedication from every member of the team - and a culture that holds itself to the highest standards, day in, day out.

Devon Funds Management announces the appointment of Josh Wilson as Chief Executive and Portfolio Manager. Josh moves int...
26/02/2026

Devon Funds Management announces the appointment of Josh Wilson as Chief Executive and Portfolio Manager.

Josh moves into the role from his position as Chief Investment Officer at sister company Clarity Funds Management, within the Investment Services Group. He succeeds Slade Robertson, who will continue to contribute to Devon as a Portfolio Manager and Chairman.

Josh brings extensive investment and leadership experience to the role, having played a pivotal part in Clarity’s growth and performance during his seven years there. His appointment underscores Devon’s ongoing commitment to active management and its role within New Zealand’s capital markets.

It has been a significant week across markets, property and global developments.This week’s Devon Funds Management Morni...
13/02/2026

It has been a significant week across markets, property and global developments.

This week’s Devon Funds Management Morning Note covers renewed momentum in semiconductors following commentary from Nvidia’s CEO, Auckland CBD office vacancy rates finally easing for the first time since 2022, the opening of SkyCity’s New Zealand International Convention Centre, and much more.

Subscribe to the Devon Funds Morning Note to stay across the issues that matter.

To subscribe, click the link below:
https://devonfunds.co.nz/subscribe-our-regular-communications

For more market insights and our terms and conditions, visit www.devonfunds.co.nz

Devon Funds Management is honoured to be shortlisted as a finalist in the 2026 Morningstar Awards for Investing Excellen...
10/02/2026

Devon Funds Management is honoured to be shortlisted as a finalist in the 2026 Morningstar Awards for Investing Excellence in New Zealand.

This award celebrates the best Australian and New Zealand Fund Management profession – selected by Morningstar’s Manager Research analysts.

The awards acknowledge managers who have delivered quality outcomes - particularly in a year that tested markets and investors alike. This recognition reinforces our ongoing focus on long-term performance and acting in the best interests of our investors.

https://newsroom.morningstar.com/news/news-details/2026/Morningstar-Announces-Finalists-for-2026-Morningstar-Awards-for-Investing-Excellence-in-New-Zealand/default.aspx

Markets have remained highly responsive to changes in policy expectations, earnings updates, and global sector movements...
05/02/2026

Markets have remained highly responsive to changes in policy expectations, earnings updates, and global sector movements.

This week’s Devon Funds Management Morning Note covers developments ranging from US Federal Reserve Chair speculation and central bank decisions, to early NZ reporting season results, gentailer performance, and ongoing volatility in global technology stocks.

Subscribe to the Devon Funds Morning Note to stay across the issues that matter.

To subscribe, click the link below:
https://devonfunds.co.nz/subscribe-our-regular-communications

For more market insights and our terms and conditions, visit www.devonfunds.co.nz

21/11/2025

Curious about dividend investment strategies?

Devon Funds Managing Director Slade Robertson and Portfolio Manager Patrick Washer discuss the Devon Dividend Yield Fund's approach to generating sustainable growth and risk-managed returns.

To find out more about the Devon Dividend Yield fund, please complete the form below.

https://bit.ly/4icKhKx

For more market insights and our terms and conditions, visit www.devonfunds.co.nz

Our Q3 Quarterly Sustainability Report provides insight into the stewardship initiatives we have been involved with over...
14/11/2025

Our Q3 Quarterly Sustainability Report provides insight into the stewardship initiatives we have been involved with over the quarter. We provide an update on how our sustainability targeted funds are performing against their benchmark on carbon metrics, and insight into the ongoing engagements we have with companies held within the portfolios.

This quarter, our feature article covers a recent site visit by members of the Devon investment team to the Huntly Power Station, a major thermal generation facility located on the banks of the Waikato River. The piece explores Huntly’s role within New Zealand’s energy system and the opportunities ahead to transition from coal to biomass fuel.

Click the link below to read the full quarterly report:
https://devonfunds.co.nz/sites/default/files/users/user3/Quarterly%20Sustainability%20Report%20-%20Q3.pdf

For our terms and conditions, visit www.devonfunds.co.nz

New Zealand has been dealt a reciprocal tariff of 15%, revised up from 10%. We have fared better than some countries, bu...
28/08/2025

New Zealand has been dealt a reciprocal tariff of 15%, revised up from 10%. We have fared better than some countries, but there has been a degree of shock from some quarters. The suggested reasons have ranged from NZ running a trade surplus with the US (albeit a small one), and our GST rate of 15%. It has also been suggested that our political ties with the US aren’t as strong as some others.

Read our full interest piece:
https://devonfunds.co.nz/nzs-15-tariff-rate-has-understandably-been-met-disappointment-industry-groups-could-end-economic

For more market insights and our terms and conditions, visit www.devonfunds.co.nz

Address

LEVEL 17, HSBC TOWER 188 QUAY Street
Auckland
1010

Opening Hours

Monday 8am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+6499253990

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