Investment Solutions

Investment Solutions

We offer investors a select range of investment solutions. Investors can choose from the Castle Point Ranger Fund which focuses on opportunities in Australasian assets, the Castle Point 5 Oceans Fund which gives a more diversified exposure to both global and local assets, and the Castle Point Trans-Tasman strategy which is available to Wholesale investors looking for a portfolio benchmarked to the S&P/NZX 50 Index.  We can also design bespoke investment solutions for larger clients.

Castle Point Ranger

The Castle Point Ranger Fund can invest in a broad range of New Zealand and Australian assets, including cash, debt instruments, equities, derivatives and other assets.

Objective

The objective is to provide equity-like returns over the long term while minimising exposure to extreme share market fluctuations.

The performance objective 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 Ranger Fund is a NZ Portfolio Investment Entity ('PIE') and is open to both retail and wholesale investors.

Castle Point 5 Oceans

The Castle Point 5 Oceans Fund is a diversified fund that provides exposure to a range of growth and defensive assets both globally and locally. The Fund can invest both in direct securities and selected managed funds.

Objective

The objective is to generate a positive return above cash with a focus on protecting investors capital.

The performance objective is to outperform the NZ Official Cash Rate by 3% per annum over the medium to long-term, after all fees (and other expenses) but before tax.

The 5 Oceans Fund is a NZ Portfolio Investment Entity ('PIE') and is open to both retail and wholesale investors.

Castle Point Trans-Tasman

The Castle Point Trans-Tasman strategy is a diversified portfolio of New Zealand and Australian companies. The Trans-Tasman strategy seeks to hold the best value, growth and quality companies and to achieve better returns than the S&P/NZX 50 Index for lower risk.

Objective

The performance objective is to out-perform the S&P/NZX 50 Index over the long-term.

The Trans-Tasman strategy is currently available to wholesale investors only.

Segregated Accounts

We offer tailored investment mandates managed specifically for large clients.
To discuss mandates for segregated accounts or individually managed accounts please contact us.