Castle Point Funds Management

Castle Point Funds Overview

Castle Point Funds Management Limited is the wholly owned subsidiary of Castle Point Holdings Limited, which is co-owned by the investment team and other stakeholders. The combined partnership has a sound capital base, sound infrastructure and controls and a deep and experienced pool of investment professionals.

You can visit their website here >> https://www.castlepointfunds.com

The team uses a highly disciplined approach to identifying investment candidates based on an investment philosophy that has been proven over many decades. Each candidate is then subjected to a thorough research process to identify only the best value, growth, and quality companies. Portfolios are then constructed around these companies to cater for risk/return tolerances of different investor groups.

The team is experienced and the shared philosophy allows for robust, constructive debate. Portfolios are co-managed and all members of the team participate in company analysis and fund management duties.

2021 - Winner of the Morningstar Fund Manager of the Year - Domestic Equities

2021 - Finalist of the Research IP - Australasian Equities Fund of the Year - Ranger Fund

2019 - Winner of the Zenith FundSource Awards - Boutique Manager of the Year and Australasian Equities. 

2018 - Winner of the  FundSource Awards - Alternatives Sector.

2018 - Finalist of the FundSource awards for Boutique Manager of the Year.

2013 - Finalist of the INFINZ Equity Manager of the Year.

Castle Point Ranger and 5 Oceans funds are rated by Morningstar.

All funds are AA rated by Fundsource. 

Previously the team has also been a finalist for Equity Manager of the Year at the INFINZ awards in 2013.