Fund manager
Castle Point
Wellington-based active manager with concentrated trans-Tasman and global multi-asset funds.
- Funds tracked
- 2
- Headquarters
- Wellington
Peer managers
Other NZ managers in Diversified
Diversified Funds
Aggressive, growth, balanced and conservative one-stop funds.
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
Questions about Castle Point
How many managed funds does Castle Point offer in New Zealand?▾
Castle Point runs 2 retail managed funds available to New Zealand investors, across 2 asset classes: Diversified Funds, Australasian Equities. Counts are taken from the FMA Disclose register.
What does Castle Point charge?▾
Annual fund charges across Castle Point's 2 funds with published data range from 1.08% to 1.18% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.
Are Castle Point's funds PIEs?▾
2 of Castle Point's 2 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.
Explore this with AI
Open a fresh AI chat pre-loaded with this page — ask it to summarise, explain, or compare, and it can read ManagedFundsNZ's underlying data directly.
AI & integrations
Use this manager inside the tools you already use
Every manager on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.
- Canonical (HTML)managedfunds.nz/providers/castle-point/This page. Browsable.
- Markdown twinmanagedfunds.nz/providers/castle-point/markdown.mdPlain text. AI-crawler-ready.