We offer three different funds to invest into:
5 Oceans Fund
The 5 Oceans Fund 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 by +3% over the medium term (after fees but before tax), with some risk mitigation tools to smoothen the ride.
Ranger Fund
The Ranger Fund 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.
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 (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.
Investments
Resources
Company
Castle Point Funds
Devon Funds
Level 17, 188 Quay Street
Auckland 1010
PO Box 105609
Auckland 1143, New Zealand
NZ Freephone: 0800 944 049
Devon Funds Management Limited is the issuer and manager of the Castle Point Funds Scheme.
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