Fund referral
Invest in 3 easy steps
Referral process
Name and email address
1 min
Complete application
Fill in the fund provider's application form
5 mins
Enjoy Mindful investing
Start your investment and watch your money do good
Done
We’ve worked closely with Mindful Fund providers to help you choose a fund that fits. In case you’re wondering why this referral form is needed, we use your details to attribute your investment with fund providers.
If you’d prefer to skip this referral process, you may proceed to the Devon Investment Funds Scheme application directly.
You’re being referred to
Devon Sustainability Fund
The Fund invests in a select portfolio of well researched New Zealand and Australian listed companies that exhibit sustainable characteristics and those which demonstrate credible strategies to improve their outcomes with respect to ESG factors. The Sustainability Fund is actively managed, which means the holdings and returns may differ considerably from its benchmark.
Devon is an independent investment management business that specialises in building investment portfolios for our clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Our approach is an active one where our rigorous research and analytical skills are applied to maximum advantage. Devon was established in March 2010 and is staffed by a number of leading investment professionals, most of whom are shareholders in the business.
Your details
Seeking further advice
Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing.
This website has a list of the advisers in NZ that focus on providing ethical investment advice and meet Mindful Money’s standards for systems and capability.
You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.