Castle Point Funds Management

Castle Point Funds Overview

Castle Point Funds Management Limited was acquired by Perpetual Guardian Group.

Tim Chesterfield the CIO of Perpetual said "We bought Castle Point for many reasons, but primarily because we believe our combined approach to investment management will significantly benefit existing Castle Point investors. Castle Point has a great team and a fantastic investor base. The Castle Point and existing PG Investment teams have complementary skills which we believe will provide additional depth and capability to our clients. This expanded capability leapfrogs us forward in our approach to bring great investment management to more New Zealanders in a robust and disciplined way. It is a great opportunity to bring a combined approach out into the open and to provide access to our investment strategies to all investors, whether they be individuals, advisors, or trusts."

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

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.