Devon Alpha Fund
Hunt for absolute returns with our expertly managed Alpha Fund
Alpha Fund Performance
See how the Alpha Fund has been consistently performing better than its Peer Group.
Click on the button below to learn more about the Alpha Fund.
Key Attributes of Devon Alpha Fund
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A concentrated portfolio of selected 10 to 15 companies listed on the New Zealand and Australian share markets.
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Actively managed to seek an absolute return
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Does not follow an equity index
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Able to hold cash when we believe this is appropriate
Click on the link below to learn more about the Fund Outline.
Slade Robertson, Portfolio Manager for the Alpha Fund,
explains more about the strategy
Meet your Fund Manager
Slade Robertson, BCom, CFA
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Managing Director of Devon Funds Management
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Over 25 years of experience in the investment industry
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Responsible for stock selection and portfolio construction for the Devon Alpha and Australian funds
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Contributes to stock selection and portfolio construction for the Devon Trans-Tasman and Sustainability funds
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Prior experience includes roles at Brook Asset Management, BT Investment Management, and more
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