Castle Point on InvestNow

Castle Point offers the Castle Point 5 Oceans Fund (diversified) and the Castle Point Trans-Tasman Fund (Australasian equities) on the InvestNow platform.

Learn more about Castle Point, their investment options available to InvestNow customers plus access their latest news & updates.

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How Castle Point describe themselves:

We are a New Zealand boutique fund manager established in 2013 by Richard Stubbs, Stephen Bennie, Jamie Young and Gordon Sims. Our team is based in Auckland.

We believe that superior returns can be generated by investing with a long-term perspective and focusing on capital preservation. Our experienced team are all firm believers in this philosophy, which allows us to step outside short-term market noise and focus on long-term wealth creation for our clients.

Some of our awards and accolades include:

2019 Zenith FundSource – winner Boutique Manager of the Year
2019 Zenith FundSource – winner Australasian Equities
2020 Good Returns awards – finalist Boutique Fund Manager of the Year
Morningstar awards 2021 – Fund Manager of the Year: Domestic Equities

For further information on Castle Point please see our website at castlepointfunds.com.

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Castle Point investment options

Below is the range of investment options from Castle Point that are available through the InvestNow platform. To see a full range of managed fund investment options available on InvestNow, please click here.

Using the table below:
To view more information about a fund and to view a Product Disclosure Statement, scroll to the right. To see a fund’s description on desktop, hover over the fund name. To see a fund’s description on mobile, click ‘read description’.

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

The Trans-Tasman Fund invests in New Zealand and Australian Listed Companies and is benchmarked to the S&P/NZX 50 Index (incl Imputation Credits). The performance objective of the Fund is to outperform the benchmark over rolling three-year periods after all fees (and other expenses) but before tax. While the Fund is expected to be fully invested into equities (max 25% in Australia), it can hold some cash or cash equivalents (0-10%).

Fund	Description	Sector	PDS	PDS Fee	QFU Fee	Buy/Sell Spread	Risk Indicator	Target Growth/Income Assets	Management Style	Distribution Frequency	Buy Timeframe	Sell Timeframe	Fund Type	Net Assets	Inception Date	Available in the InvestNow KiwiSaver Scheme?	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years	10 Years	Smart Investor	External Website
Castle Point 5 Oceans Fund	The 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. The objective of the fund is to generate a positive return above cash with a focus on protecting investors capital.	Diversified		1.31%	1.09%	0.30% / 0.30%	4	55% / 45%	Active	Monthly	2 Days	2 Days	PIE	$83.08M	25/10/2016	Yes	−0.38%	1.22%	2.88%	5.57%	3.12%	6.10%	–
Castle Point 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 (incl Imputation Credits). The performance objective of the Fund is to outperform the benchmark over rolling three-year periods after all fees (and other expenses) but before tax. While the Fund is expected to be fully invested into equities (max 25% in Australia), it can hold some cash or cash equivalents (0-10%).	Australasian Equities		1.07%	1.07%	0.30% / 0.30%	5	98% / 2%	Active	Quarterly	2 Days	2 Days	PIE	$13.16M	20/11/2018	Yes	−2.06%	−5.50%	−1.95%	0.84%	−0.70%	6.61%	–

Castle Point InvestNow KiwiSaver Scheme investment options

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Provides exposure to a diversified fund that invests in a range of growth and defensive assets both globally and locally. The underlying fund can invest both in direct securities and selected managed funds. Aims 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.

Provides exposure to an actively managed portfolio that typically invests in New Zealand and Australian listed companies. Aims to outperform the S&P/NZX 50 Index (incl Imputation Credits) over rolling three-year periods after all fees (and other expenses) but before tax.

Underlying Fund	Description	Sector	PDS	PDS Fee	QFU Fee	Buy/Sell Spread	Risk Indicator	Target Growth/Income Assets	Management Style	Distribution Frequency	Buy Timeframe	Sell Timeframe	Fund Type	Net Assets	Inception Date	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years	10 Years	Smart Investor	External Website
Castle Point 5 Oceans Fund	Provides exposure to a diversified fund that invests in a range of growth and defensive assets both globally and locally. The underlying fund can invest both in direct securities and selected managed funds. Aims 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.	Diversified		1.31%	1.09%	0.30% / 0.30%	4	55% / 45%	Active	Monthly	2 Days	2 Days	PIE	$83.08M	25/10/2016	−0.38%	1.22%	2.88%	5.57%	3.12%	6.10%	–
Castle Point Trans-Tasman Fund	Provides exposure to an actively managed portfolio that typically invests in New Zealand and Australian listed companies. Aims to outperform the S&P/NZX 50 Index (incl Imputation Credits) over rolling three-year periods after all fees (and other expenses) but before tax.	Australasian Equities		1.07%	1.07%	0.30% / 0.30%	5	98% / 2%	Active	Quarterly	2 Days	2 Days	PIE	$13.16M	20/11/2018	−2.06%	−5.50%	−1.95%	0.84%	−0.70%	6.61%	–

Important Information

For a description of what each column heading means, please click here.
The performance figures are for periods ending 31 March 2025.
Past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
Performance data is sourced from Morningstar or from the underlying fund manager.
For any funds offered within the InvestNow KiwiSaver Scheme, the fund performance figures outlined are for the underlying funds that it invests into.
Please note, the PDS fee is the manager’s estimated total annual fund charge as stated in the Product Disclosure Statement (PDS) for this fund. The Quarterly Fund Update (QFU) Fee is the latest actual total annual fund charge reported by the fund for its most recent financial year, as stated in the fund’s most recent Quarterly Fund Update. Both figures include any applicable GST as well as any performance-based fees if applicable.
Transaction-based charges may also apply when you buy or sell a fund, which could include buy/sell spreads (as outlined in the buy/sell spread column), entry/exit fees (denoted by * in the buy/sell spread column), or swing pricing adjustments (denoted by ** in the buy/sell spread column). Please see the PDS for full details on the charges that can apply.
Managed funds in New Zealand must have a standard risk indicator. The risk indicator is designed to help investors understand the uncertainties both for loss and growth that may affect their investment. You can compare funds using the risk indicator – 1 is lower risk and potentially lower returns, while 7 is higher risk and potentially higher returns.

Latest news & updates from Castle Point

Monthly Performance and Fact Sheets

Performance and monthly fact sheets.

5 Oceans Fund – read more >>

Trans Tasman Fund – read more >>

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Castle Point on InvestNow

How Castle Point describe themselves:

Castle Point investment options

Castle Point InvestNow KiwiSaver Scheme investment options

Latest news & updates from Castle Point

Monthly Performance and Fact Sheets

Castle Point buy signals new retail flavour for Perpetual Guardian

Castle Point buy signals new retail flavour for Perpetual Guardian

Recent studies show that passive investing now outweighs active investing

The Bond market gives investors a High Five

Thoughts on underperformance by an active manager

It’s been a tough time for small cap investors

When it comes to equities, there is no hiding from the voting machine

Join today!

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