Fund Managers

Devon Funds Management Limited (“Devon”) is an independent investment management business specialising in investing in companies listed on the New Zealand and Australian share markets. Devon actively invests in a number of carefully chosen and well researched companies rather than simply following a share market index.

Their highly qualified and experienced investment team are committed to helping investors achieve superior investment results.

Being 100% owned by staff and directors and investing their own money in the Funds ensures they fully align themselves with their clients.

For more information on Devon, please click here.

Bentham Asset Management Pty Limited (Bentham) is a specialist fixed interest and credit investment manager. Bentham actively manages a number of high yielding funds with varying risk profiles. The portfolios are designed to generate income while diversifying risk in global credit markets. Bentham’s goal is to deliver higher income to investors than can generally be achieved in traditional fixed interest and equity markets.

The founders of Bentham previously worked together as part of the Credit Investment Group of Credit Suisse Alternative Capital Inc. They are still managing the same portfolios.

Bentham’s investment philosophy is based on a strong credit culture and a systematic investment process, with a focus on the preservation of principal and protection against downside risk.

For more information on Bentham, please visit their website.

India Avenue is an Australian domiciled investment house, dedicated to providing investment solutions for investors seeking to create wealth from the capital markets of India's fast growing economy. The investment firm is headquartered in Sydney, Australia, with a research affiliate based in Mumbai, India. India Avenue's investment solutions are constructed with the intent of providing optimal exposure to investors based in Australia-Pacific through application of its robust investment process. This process seeks to capture local insights and know-how via a grassroots presence in India, while ensuring that global influences are integrated into decision making.

India Avenue provides investors with additional layers of due diligence, oversight and risk management. This ensures that the solution delivered not only seeks to achieve strong capital growth for investors, but is also cognisant of the need to manage risk.

For more information on India Avenue, click here.

Clarity Funds Management is an NZ based investment management business and part of the Investment Services Group (with group assets under management in excess of $NZ4bn). The Investment Store works with Clarity in relation to the Clarity Global Shares Fund. The objective of the Clarity Global Shares Fund is to achieve returns over the medium-term by investing in an actively-managed portfolio of well-diversified securities listed on sharemarkets around the world. Clarity has appointed Boston based global investment manager MFS Investment Management as the investment manager for the Clarity Global Share Fund. The investment mandate combines MFS's fundamental and quantitative research, focusing on high quality, large-cap global companies selling at reasonable valuations with an unrecognised catalyst.

For further information on the Fund, please click here.