InvestNow Fund Manager – Castle Point

InvestNow is an online investment platform that provides access to over 140 investment options to Kiwi investors. We specialise in providing access to Managed Funds & Term Deposits, and choose only the best Fund Managers to partner with.

Castle Point is one of 20+ specialist Fund Managers that have partnered with InvestNow. Castle Point funds are also available to invest in via the InvestNow KiwiSaver Scheme – Find out more about the InvestNow KiwiSaver Scheme here.

What Castle Point has to say

Castle Point is a boutique fund manager established in 2013 by Richard Stubbs, Stephen Bennie, Jamie Young and Gordon Sims. The team is based in Auckland, NZ.

Castle Point believes that superior returns can be generated by investing with a long-term perspective and focusing on capital preservation. Having a passionate team who are all firm believers in this philosophy allows us to step outside short-term market noise and focus on long-term wealth creation for our clients.

Castle Point was winner of the 2019 Zenith FundSource Awards for Boutique Manager of the Year and Australasian Equities.

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

Castle Point funds available on InvestNow

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 performance objective of the fund 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 designed for investors looking for a return above cash/inflation with moderate volatility and a capital preservation focus. It is expected to be lower risk/volatility than a traditional balanced 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%).

The Trans-Tasman Fund is designed for investors seeking an actively managed exposure to Australasian equities, with a long-term investment horizon. Investors should note that as the fund is designed to be fully invested into equities it does not have the same degree of capital preservation focus as Castle point’s other funds.

Castle Point Funds Management Limited is the manager and issuer of the Castle Point Funds. Please refer to the Product Disclosure Statement for each fund for further information.

Product Disclosure Statements for these products are available to view here.

Please note, to invest in these funds on InvestNow, you need to have an InvestNow account.

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