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Award-Winning Fund Management

Octagon wins Australian Equities Fund of the Year, 2023

18 November, 2023. Octagon Asset Management (“Octagon”) is pleased to announce that it has won the “Australian Equities Fund of the Year” award at the Research IP 2023 Fund Manager of the Year Awards.

Commenting on the award, Octagon Head of Equities and Australian Equities Portfolio Manager Jason Lindsay said, “Octagon is unashamedly an active investment manager created with the simple goal of putting our clients’ interests first. It has been a tough year for equities with high interest rates, stickier than expected inflation and a lot of macro noise in the market, and we have worked actively on our clients’ behalf to protect and build their wealth during the year.

The investments team is proud to win the Australian Equities fund of the year award, against some strong competition from both sides of the Tasman,” Jason added.

In addition to winning the Australian Equities Fund of the Year, Octagon was, for the second year in a row, a finalist in the Boutique Fund Manager of the Year category.

The awards identify the top-performing money managers in multiple categories including Fund Manager of the Year, Boutique Manager of the Year, KiwiSaver Manager of the Year and Responsible Investment Manager of the Year.

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Fund Manager of the Year Awards were announced by Research IP on 16 November 2023. These awards should not be read as a recommendation by Research IP. For further advice on the relevance of this award to your personal situation, please consult your financial adviser, or visit research-ip.com/awards.