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 and quality companies and aims to outperform the S&P/NZX 50 Index with lower risk.

Performance Objective

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

Fund Facts

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

Fund Information

For further information on this strategy please contact us.