Overview
Castle Point Funds Management Limited is the wholly owned subsidiary of Castle Point Holdings Limited, which is co-owned by the investment team and other stakeholders. The combined partnership has a sound capital base, sound infrastructure and controls and a deep and experienced pool of investment professionals.
The team uses a highly disciplined approach to identifying investment candidates based on an investment philosophy that has been proven over many decades. Each candidate is then subjected to a thorough research process to identify only the best value, growth, and quality companies. Portfolios are then constructed around these companies to cater for risk/return tolerances of different investor groups.
The team is experienced and the shared philosophy allows for robust, constructive debate. Portfolios are co-managed and all members of the team participate in company analysis and fund management duties.
2021 - Winner of the Morningstar Fund Manager of the Year - Domestic Equities
2021 - Finalist of the Research IP - Australasian Equities Fund of the Year - Ranger Fund
2019 - Winner of the Zenith FundSource Awards - Boutique Manager of the Year and Australasian Equities.
2018 - Winner of the FundSource Awards - Alternatives Sector.
2018 - Finalist of the FundSource awards for Boutique Manager of the Year.
2013 - Finalist of the INFINZ Equity Manager of the Year.
Castle Point Ranger and 5 Oceans funds are rated by Morningstar.
All funds are AA rated by Fundsource.
Previously the team has also been a finalist for Equity Manager of the Year at the INFINZ awards in 2013.
Morningstar Awards 2021. (c) Morningstar, Inc. All Rights Reserved. Awarded to Castle Point Funds for Fund Manager of the Year Award, Domestic Equities, New Zealand.
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The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.
The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.