Devon
Devon funds available through InvestNow
Devon Funds Management has four Australasian equity managed funds available on the InvestNow platform.
Learn more about Devon Funds, their investment options available to InvestNow customers plus access their latest news & updates below.
About Devon
We are an independent investment management business that specialises in building investment portfolios for our clients. We believe our advantage lies in our people – with a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield. We’ve worked hard to assemble the right talent with the necessary skills and experience to manage our client’s portfolios.
We take pride in the fact that Devon is independent and wholly owned by its employees and directors, who maintain personal holdings in the Devon Funds, ensuring our investment team’s decisions and our clients’ interests are aligned at all times. We manage in excess of $2.5 billion (as at June 2025) on behalf of a diverse range of leading New Zealand clients, including Community Trusts, iwi, charities, KiwiSaver schemes, corporates pension schemes and individual investors.
For more information, please visit devonfunds.co.nz
Devon funds available through InvestNow
Explore the Devon funds currently available through InvestNow.
Devon Alpha Fund
The Fund aims to generate capital growth over the long term by actively investing in a concentrated portfolio of 10-15 New Zealand and Australian shares and holding cash when appropriate investment opportunities cannot be identified.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 1.79% p.a.
Devon Australian Fund
The Fund aims to generate capital growth over the long term by actively managing Australian equity investments. The Australian market offers exposure to a number of sectors that are not available in New Zealand.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.54% p.a.
Devon Dividend Yield Fund
A select portfolio of New Zealand and Australian listed equity securities chosen for their attractive dividend yields, with some growth prospects to maintain the dividend yield and capital value in real terms.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.13% p.a.
Devon Trans-Tasman Fund
The Fund aims to generate capital growth over the long term by actively investing in a portfolio of New Zealand and Australian shares. The Fund tends to be fully invested in shares but can hold cash.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.55% p.a.
Frequently asked questions
Who is Devon?
Devon Funds Management has four Australasian equity managed funds available on the InvestNow platform.
Learn more about Devon Funds, their investment options available to InvestNow customers plus access their latest news & updates below.
What Devon funds are available through InvestNow?
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