Factual snapshot
Castle Point — review
Mechanical, source-cited snapshot of Castle Point's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 2
- Median annual fee
- 1.13%
- Median FMA risk
- 4/7
- Tracked NZ retail AUM
- $90.9 million
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (2/2 on file)
About Castle Point
Wellington-based active manager with concentrated trans-Tasman and global multi-asset funds.
- Headquarters
- Wellington
Fee position vs peers
Per-asset-class median annual fund charge for Castle Point vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Castle Point funds | Castle Point median fee | Peer median (n) | Position |
|---|---|---|---|---|
| Diversified | 1 | 1.18% | 0.99% (66) | priced 19 bps above the peer median (0.99%) |
| Australasian Equities | 1 | 1.08% | 1.00% (57) | priced 8 bps above the peer median (1.00%) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of Castle Point's 2 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
Castle Point's funds
Questions about Castle Point
Is Castle Point a good fund manager?
Whether Castle Point suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Castle Point runs 2 retail managed funds in our coverage, with a median annual fund charge of 1.13% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 4 out of 7. For personalised guidance, see a licensed financial adviser.
What does Castle Point charge?
Castle Point's 2 funds in our coverage carry a median annual fund charge of 1.13% (range 1.08% – 1.18%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is Castle Point?
Across the 2 funds with on-file fund-size data, Castle Point's tracked NZ retail AUM totals NZD 90.9 million. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. Castle Point may manage materially larger assets in those categories.
Where is Castle Point based?
Castle Point is headquartered in Wellington.
What kind of funds does Castle Point run?
Castle Point's range of 2 funds in our coverage is weighted toward diversified (1 fund). The range also includes 1 australasian equities fund. See the full list at /providers/castle-point/.
Other managers running diversified funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.