Funds

Fund Referral

  • Fill in the form below and you'll be linked to the application form of your chosen fund provider.
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.
  • Joining a fund is easy and quick.

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Devon Global Impact Bond Fund

The Fund aims to deliver long-term total returns in excess of the index by investing in a diverse portfolio of global bonds through investment in the Wellington Global Impact Bond Fund managed by Wellington Management Funds (Ireland) plc.
The Wellington Global Impact Bond Fund aims is to improve access to, and the quality of, basic life essentials, reduce inequality and mitigate the effects of climate change.

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.

Please use the same name and email address as you will use on the fund application form.

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Please note: 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 that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.