# Castle Point — fund range

> Mechanical record of every retail managed fund run by Castle Point that we cover. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Headquarters:** Wellington
- **Website:** https://castlepoint.co.nz
- **Funds in our coverage:** 2
- **Asset classes covered:** 2 (Diversified, Australasian Equities)

## About this manager

Wellington-based active manager with concentrated trans-Tasman and global multi-asset funds.

## Funds (2)

### Diversified Funds (1)

- [Castle Point 5 Oceans Fund](https://managedfunds.nz/funds/castle-point/5-oceans/) — balanced, PIE

### Australasian Equities (1)

- [Castle Point Trans-Tasman Fund](https://managedfunds.nz/funds/castle-point/trans-tasman/) — PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>/markdown.md` and a structured-data twin at `<canonical>/data.json`. Example:

- HTML: https://managedfunds.nz/funds/castle-point/5-oceans/
- Markdown: https://managedfunds.nz/funds/castle-point/5-oceans/markdown.md
- JSON: https://managedfunds.nz/funds/castle-point/5-oceans/data.json

## Sources

- **FMA Disclose register** (primary; search for "Castle Point"): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Castle%20Point
- **Manager website:** https://castlepoint.co.nz
- **Manager profile (HTML):** https://managedfunds.nz/providers/castle-point/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/providers/castle-point/
- **Markdown (this file):** https://managedfunds.nz/providers/castle-point/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-31
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.