Castle Point — InvestNow Fund Manager

InvestNow is an online investment platform that provides access to 150+ investment options to Kiwi investors. We specialise in providing access to KiwiSaver, 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.

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.     

Castle Point investment options:

Below is the range of investment options from Castle Point that are available through the InvestNow platform, either as Managed Fund investments or as options within the InvestNow KiwiSaver Scheme.

For fee information and links to relevant disclosure material:

  • For their Managed Funds, click here.
  • For their funds available in the InvestNow KiwiSaver Scheme, click here.

To invest in these investment options through InvestNow, create an online account.

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.

Why choose Castle Point Managed Funds on InvestNow?

“Aligned”

Castle Point state that their investment team and staff are invested alongside their clients — the founders and investment team are also shareholders in the business.

“Focused”

According to Castle Point, they are 100% focused on managing their client’s investments in their funds. Castle Point believes their business is only successful if their clients are successful in meeting their investment goals.

“Long-term”

Castle Point state that their alignment and ownership structure allows them to be different in their investment approach, and that they focus on creating significant value for their clients in the long-term.

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