Our investment options
5 Oceans Fund
The 5 Oceans Fund is a globally diversified fund that provides a moderate exposure to growth assets. The Fund invests in a mix of directly owned assets, other Castle Point funds and selected third-party funds. The Fund is designed to generate returns, with the objective of outperforming the NZ Official Cash Rate by +3% over the medium term (after fees but before tax), with some risk mitigation tools to smoothen the ride.
The Ranger Fund can invest in a broad range of New Zealand and Australian assets, including equities, cash, debt instruments, derivatives and other assets. The Fund’s objective is to prioritise long-term capital growth through investing into carefully selected NZ and Australian assets, with a focus on shares. When suitable, the Fund may use strategies that seek to reduce the impact of large market downturns. The performance objective of the Fund is to outperform the NZ Official Cash Rate by 5% per annum over the long-term, after all fees (and other expenses) but before tax.
The Trans-Tasman Fund invests in New Zealand and Australian listed companies and is benchmarked to the S&P/NZX 50 Index (including imputation credits). The performance objective of the Fund is to outperform the benchmark over rolling five-year periods after all fees (and other expenses) but before tax.
Castle Point Funds winner of the Morningstar Fund Manager of Year: Domestic Equities 2021
The annual Awards recognize the best of the New Zealand fund management profession that have made substantial contributions to investors’ success as selected by Morningstar’s manager research analysts.
Castle Point Ranger Fund named Good Returns Alternatives Fund of the Year 2020
Research IP managing director Darren Howlin has said that the company “is cognisant that investors may choose a fund because it is award winning and Good Returns wants to acknowledge outstanding performance in the last 12 months, but through Research IP’s rigorous process, we can ensure the best managers are awarded each year."
Castle Point Funds is the winner of the 2019 Zenith FundSource Awards
Boutique Fund Manager of the Year
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Castle Point Funds