Devon Funds Management
Fund Manager based in Auckland, New Zealand
Key Facts
- Provider type
- Fund Manager
- Headquarters
- Auckland, New Zealand
- FSP number
- FSP1581 ↗
- NZBN
- 9429039925527 ↗
- Funds listed
- 9
- Website
- devonfunds.co.nz
Last reviewed: 19 May 2026
About Devon Funds Management
Devon Funds Management is an award-winning New Zealand fund manager established in 2010 after acquiring Goldman Sachs JBWere NZ's asset management business. Managing over $2.5 billion for community trusts, iwi, charities, KiwiSaver schemes and individual investors, Devon offers wholesale funds for investors with $10 million or more. Known for active management and ESG leadership, Devon has been named a Responsible Investment Leader by RIAA.
Location
Auckland, New Zealand
Funds Managed (9)
Devon Sustainability Fund (Wholesale)
ESG-focused Australasian equities fund. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
Devon Diversified Income Fund (Wholesale)
Multi-asset income fund across equities, credit, and other income-generating securities. Wholesale version for investors with $10M+.
Devon Global Impact Bond Fund (Wholesale)
Fixed income fund investing in bonds with positive environmental and social impact. Wholesale version for investors with $10M+.
Devon Alpha Fund (Wholesale)
Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
Devon Trans-Tasman Fund (Wholesale)
Award-winning fund investing across NZ and Australian equities. Fund Manager of the Year: Domestic Equities 2024. Wholesale version for investors with $10M+.
Devon Australian Fund (Wholesale)
Concentrated portfolio of quality Australian equities with strong cash flows and growth prospects. Wholesale version for investors with $10M+.
Devon Global Sustainability Fund (Wholesale)
Global equities fund with ESG focus. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
Artesian Green & Sustainable Bond Fund (Wholesale)
NZD-denominated green and sustainable bond fund. Wholesale version for investors with $10M+.
Devon Dividend Yield Fund (Wholesale)
Income-focused fund targeting quality dividend-paying Australasian companies. Wholesale version for investors with $10M+.
Open Funds & Active Offers(9)
Devon Sustainability Fund (Wholesale)
Always OpenESG-focused Australasian equities fund. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
Devon Diversified Income Fund (Wholesale)
Always OpenMulti-asset income fund across equities, credit, and other income-generating securities. Wholesale version for investors with $10M+.
Devon Global Impact Bond Fund (Wholesale)
Always OpenFixed income fund investing in bonds with positive environmental and social impact. Wholesale version for investors with $10M+.
Devon Alpha Fund (Wholesale)
Always OpenActive long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
Devon Trans-Tasman Fund (Wholesale)
Always OpenAward-winning fund investing across NZ and Australian equities. Fund Manager of the Year: Domestic Equities 2024. Wholesale version for investors with $10M+.
Devon Australian Fund (Wholesale)
Always OpenConcentrated portfolio of quality Australian equities with strong cash flows and growth prospects. Wholesale version for investors with $10M+.
Devon Global Sustainability Fund (Wholesale)
Always OpenGlobal equities fund with ESG focus. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
Artesian Green & Sustainable Bond Fund (Wholesale)
Always OpenNZD-denominated green and sustainable bond fund. Wholesale version for investors with $10M+.
Devon Dividend Yield Fund (Wholesale)
Always OpenIncome-focused fund targeting quality dividend-paying Australasian companies. Wholesale version for investors with $10M+.
Key People (5)
Paul Glass
Executive Chairman
executive
Founder of Devon Funds with over 30 years in investment management. Established Devon after acquiring Goldman Sachs JBW Asset Management (NZ) in 2010. Previously Portfolio Manager at Brook Asset Management, Bankers Trust NZ, and Lombard Odier in London. Known advocate for corporate governance and shareholder interests.
Slade Robertson
Managing Director / Portfolio Manager
executive
Over 25 years industry experience. Oversees Alpha and Australian funds and contributes to Trans-Tasman and Sustainability strategies. Previously at Brook Funds Management, BT Investment Management NZ, and Challenger International.
Mark Brown
Chief Investment Officer
executive
Over 25 years experience managing New Zealand Equity and Core Strategies. Oversees research and investment processes at Devon. Former Australasian Head of Equities at ANZ New Zealand Investments.
Tama Willis
Portfolio Manager
investment
Over 20 years experience leading the Trans-Tasman Fund. Covers commodities, financials, materials and staples sectors. Previous roles at Government of Singapore Investment Corporation, Fidelity London, and Deutsche Bank London.
Ben Jenkin
Portfolio Manager - Sustainability
investment
Leads the Sustainability Fund and covers telco, media, technology, and industrial sectors. CFA charterholder and University of Otago graduate. Previously at KPMG Deal Advisory.
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Frequently Asked Questions
What is Devon Funds Management?
Devon Funds Management is an award-winning New Zealand fund manager established in 2010 after acquiring Goldman Sachs JBWere NZ's asset management business. Managing over $2.5 billion for community trusts, iwi, charities, KiwiSaver schemes and individual investors, Devon offers wholesale funds for investors with $10 million or more. Known for active management and ESG leadership, Devon has been named a Responsible Investment Leader by RIAA.
Where is Devon Funds Management based?
Devon Funds Management is based in Auckland, New Zealand. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).
Is Devon Funds Management registered with the FMA?
Devon Funds Management is registered on the FMA's Financial Service Providers Register (FSPR) under FSP1581 and holds NZBN 9429039925527. FSPR registration is a legal requirement for entities providing financial services in New Zealand and does not itself constitute an endorsement. Verify current standing at the FSP register before investing.
What funds does Devon Funds Management manage?
Devon Funds Management currently lists 9 funds on Wholesale Investor NZ, of which 9 are evergreen (permanently open for subscription rather than time-bounded vintages).