Devon Funds Management

Devon Funds Management For the informed investor.

The Devon View - July 2026Slade Robertson, Chairman at Devon Funds ManagementNew Zealand and Australia are once again mo...
20/07/2026

The Devon View - July 2026

Slade Robertson, Chairman at Devon Funds Management

New Zealand and Australia are once again moving through different phases of the economic cycle, with recent data suggesting the momentum may be shifting in New Zealand's favour. While Australia continues to benefit from a stronger labour market and larger economy, New Zealand is showing early signs of recovery as lower interest rates and improving business and consumer confidence begin to support growth. In this month's Devon View, Slade examines the diverging outlooks across the Tasman and what they could mean for investors, businesses and households as the next phase of the economic cycle unfolds.

Read the full Devon View:
https://devonfunds.co.nz/devon-view-nzs-economy-beginning-turn-around-while-australia-showing-signs-fatigue

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

Devon Funds Management has been named a Responsible Investment Leader 2026 by the Responsible Investment Association Aus...
13/07/2026

Devon Funds Management has been named a Responsible Investment Leader 2026 by the Responsible Investment Association Australasia (RIAA).

This acknowledges our leadership in responsible investment commitment, ESG integration, stewardship and transparency.

Responsible Investment Leaders are among the highest-scoring Australian and New Zealand investment managers assessed by RIAA. They demonstrate leading practice across four pillars:

- Responsible Investment commitment and transparency

- ESG integration and screens

- Stewardship

- Allocation of capital

Learn more: https://www.responsibleinvestment.org/events-news/item/riaa-names-new-zealands-leading-responsible-investors-for-2026

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

13/07/2026

Navigating Interest Rate Changes: Investment Insights from Devon Funds Management

The RBNZ has raised the Official Cash Rate to 2.5%, signalling a cautious path amid geopolitical uncertainties and inflation pressures. For both savers and borrowers, these changes mark significant economic shifts.

While term deposits may offer predictable income, ongoing inflationary pressures may continue to weigh on real returns and influence broader investment markets. A well-considered investment approach is therefore essential for navigating these conditions.

At Devon Funds, we offer diversified investment solutions designed to help investors navigate evolving market conditions and stay focused on their long-term financial goals.

To learn more about our investment strategies and how they may align with your objectives, click below:

https://bit.ly/41sVAqD

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Please note this video was filmed on 08 July 2026, following the Reserve Bank of New Zealand’s OCR announcement.

Reserve Bank Increases the Official Cash Rate by 25 Basis PointsThe Reserve Bank of New Zealand has increased the Offici...
09/07/2026

Reserve Bank Increases the Official Cash Rate by 25 Basis Points

The Reserve Bank of New Zealand has increased the Official Cash Rate by 25 basis points to 2.50%. The Monetary Policy Committee noted that while falling energy prices have eased near-term inflation pressures, inflation remains above target and the outlook for medium-term inflation remains uncertain. The Bank indicated that future rate decisions will remain dependent on incoming economic data and inflation developments.

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

We’re proud to have published our fourth Annual Sustainability Report. The aim of the report is to provide our clients w...
24/06/2026

We’re proud to have published our fourth Annual Sustainability Report.

The aim of the report is to provide our clients with transparency on how we think about, exercise, and incorporate responsible investment into our process. Transparency is something that we encourage in the companies that we invest in, and we apply the same standard to ourselves.

As the responsible investment sector continues to evolve, with increasing expectations and higher standards, we look forward to meeting this challenge in the year ahead.

To read the full annual report, please click:
https://devonfunds.co.nz/sites/default/files/users/user3/Devon%20Sustainability%20Report%202026%20Final2.pdf

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

Devon Funds Management is pleased to have entered into an agreement to acquire and manage the Castle Point Funds scheme,...
21/06/2026

Devon Funds Management is pleased to have entered into an agreement to acquire and manage the Castle Point Funds scheme, marking an exciting next chapter for both investors and our business.

With a long-standing track record in active Australasian equities, our team looks forward to building on the robust foundations already in place and continuing to deliver disciplined, research-led outcomes over the long term.

We thank PG Funds for their stewardship to date and their collaborative approach throughout this process, and look forward to continuing to build on the strong platform that has been established.

This week’s Devon Funds Management Morning Note covers rising inflation concerns, renewed geopolitical tensions in the M...
22/05/2026

This week’s Devon Funds Management Morning Note covers rising inflation concerns, renewed geopolitical tensions in the Middle East, higher global bond yields, slowing economic momentum in China, and the ongoing impact of elevated energy prices on global markets.

Subscribe to the Devon Funds Morning Note to stay across the issues shaping markets and investor sentiment.

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

The Devon View Josh Wilson, Portfolio Manager at Devon Funds Management.Since the outbreak of conflict between the US, I...
13/05/2026

The Devon View
Josh Wilson, Portfolio Manager at Devon Funds Management.

Since the outbreak of conflict between the US, Israel and Iran, New Zealand equity markets have faced increasing pressure as higher fuel costs and weaker economic conditions weigh on the domestic outlook. In this month’s Devon View, Josh examines how macroeconomic shocks can expose company-specific vulnerabilities, and why balance sheet strength becomes increasingly important during periods of economic uncertainty.

Read the full Devon View:
https://lnkd.in/gWvpjUvh

For more market insights and our terms and conditions, visit https://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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