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 Fund which is benchmarked to the S&P/NZX 50 Index. We can also design bespoke investment solutions for larger clients.
There are many ways to invest your money. What is right for you will depend upon your investment goals and investing experience. Watch the FMA World Investor video below to discover more.
The 5 Oceans Fund our lowest risk fund. It 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 +3% over the medium term (after fees but before tax), with some risk mitigation tools to smoothen the ride.
The Ranger Fund is expected to have higher risk than our 5 Oceans Fund. It 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 is an equity fund and therefore comes with higher risk. It 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.
We offer tailored investment mandates managed specifically for large clients.
To discuss mandates for segregated accounts or individually managed accounts please contact us.