Castle Point Funds Management Limited is a funds management company founded in 2013.
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.
Our History
Castle Point was founded in 2013. The Ranger Fund was subsequently launched in 2014. Since then, two additional funds have been added: the 5 Oceans Fund in 2016 and the Trans-Tasman Fund in 2018.
In 2024, Castle Point was acquired by the Perpetual Guardian Group. The Perpetual Guardian Group is New Zealand's largest statutory trust company and leading fiduciary services business; providing the full suite of Investment Management, Trusts, Wills, Enduring Powers of Attorney, Investment Advisory, and Philanthropic services.
Meet the Castle Point Team
Patrick Gamble
Director & Group Chief Executive Officer
Tim Chesterfield
Director & Portfolio Manager (Castle Point) and Chief Investment Officer (PG Group)
Gordon Sims
Analyst
James Judd
Chief Operations Officer
Liz O'Callaghan
Compliance Officer
Dyrol Lowe
Business Development Manager
Eric Mahoney
Ambassador
Josh Mattingley
Reporting Analyst
Our culture defines us, decision by decision
We strive to live by our values in every decision we make.
OUR PURPOSE
Clients For Life
OUR VALUES
Think long term
One waka
Freedom to excel
Think long term
We build life-long relationships with clients to help them grow their wealth. We do this by making decisions based on the long-term interests of our clients and our company.
He waka eke noa, one waka
We are all in the same waka together, no exception. This includes all our stakeholders and our community.
Freedom to excel
We trust each other and allow people the freedom to excel.
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Company
Castle Point Funds
Perpetual Guardian Tower
Level 23, 191 Queen Street
Auckland 1010
PO Box 105889
Auckland 1143, New Zealand
E info@castlepointfunds.com
2024 Castle Point Funds, Inc. All rights reserved.
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