Castle Point
Castle Point funds available through InvestNow
Castle Point offers the Castle Point 5 Oceans Fund (diversified) and the Castle Point Trans-Tasman Fund (Australasian equities) on the InvestNow platform, both available as managed funds and InvestNow KiwiSaver Scheme options.
Learn more about Castle Point, their investment options available to InvestNow customers, plus access their latest news & updates below.
About Castle Point
Castle Point Funds is managed by Devon Funds Management Limited, a New Zealand-based investment manager specialising in actively managed investment funds.
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.
For further information on Castle Point please see our website at castlepointfunds.com.
Castle Point funds available through InvestNow
Explore the Castle Point funds currently available through InvestNow.
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.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 1.29% p.a.
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).
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.05% p.a.
Frequently asked questions
Who is Castle Point?
Castle Point offers the Castle Point 5 Oceans Fund (diversified) and the Castle Point Trans-Tasman Fund (Australasian equities) on the InvestNow platform, both available as managed funds and InvestNow KiwiSaver Scheme options.
Learn more about Castle Point, their investment options available to InvestNow customers, plus access their latest news & updates below.
What Castle Point funds are available through InvestNow?
You can see every Castle Point fund available through InvestNow in the list above. Select a fund to see its details, performance, fees and documents.
What is the minimum investment?
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What fees apply to Castle Point funds?
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Can I include Castle Point funds in a Regular Investment Plan?
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Explore Castle Point funds
Compare the Castle Point funds available through InvestNow, including their investment approach, risk, fees and historical performance.