Castle Point Funds Management Limited is a funds management company founded in 2013.
We offer three different funds to invest into:
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.
Ranger Fund
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.
Trans-Tasman Fund
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.
Our History
Castle Point was founded in 2013 by Richard, Stephen, Jamie and Gordon, who have over seven decades of experience between them. They were inspired to start a funds management company to create funds with strategies they wanted to personally invest into.
The Ranger Fund was subsequently launched in 2014. Since then, the Castle Point team has grown significantly and two additional funds have been added:
the 5 Oceans Fund in 2016 and the Trans-Tasman Fund in 2018.
Meet the Castle Point Team
Richard Stubbs
Managing Director (Co-founder)
Jamie Young
Co-founder
Gordon Sims
Co-founder
Stephen Bennie
Co-founder
Amanda Smith
Independent Chair
Liz O'Callaghan
Compliance Officer
Richard Avery-Wright
Independent Director
Jackie Moore
Chief Financial Officer
James Judd
Chief Operations Officer
Dyrol Lowe
Business Development Manager
Sophie Westaway
Accountant
Eric Mahoney
Ambassador
Nicola Maddock
Compliance Analyst
Josh Mattingley
Reporting Analyst
Claire Young
Client Services
Geraud Hennin
Business Analyst
Our culture defines us, decision by decision
We strive to live by our values in every decision we make.
OUR PURPOSE
Clients For Life
OUR VALUES
Think long term
One waka
Freedom to excel
Think long term
We build life-long relationships with clients to help them grow their wealth. We do this by making decisions based on the long-term interests of our clients and our company.
He waka eke noa, one waka
We are all in the same waka together, no exception. This includes all our stakeholders and our community.
Freedom to excel
We trust each other and allow people the freedom to excel.
Stay updated with Castle Point Funds.
Investments
Resources
Company
Castle Point Funds
Generator Britomart Place
Level 10, 11 Britomart Place
Britomart, Auckland 1010
PO Box 105889
Auckland 1143, New Zealand
E info@castlepointfunds.com
2024 Castle Point Funds, Inc. All rights reserved.
Privacy Policy