InvestNow Castle Point 5 Oceans Fund
Investnow Castle Point 5 Oceans Fund is a balanced KiwiSaver fund managed by InvestNow. It has 40 members and holds $313,242. It opened in 2020.
Fees and returns
- Annual fee
- 1.18% of your balance each year
- Return over 1 year
- +9.1% a year
- Return over 3 years
- +6.0% a year
- Return over 5 years
- +3.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 42%, international fixed interest 35%, australasian equities 12%, other 6%.
Largest holdings
- Castle Point 5 Oceans Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +9.1% |
| 2024/25 | +4.3% |
| 2023/24 | +4.7% |
| 2022/23 | −2.3% |
| 2021/22 | +3.7% |
About this fund
InvestNow's wrapper access to the Castle Point 5 Oceans Fund, managed by Castle Point Funds — a globally diversified balanced strategy with moderate growth-asset exposure, investing in a mix of directly owned assets and other funds. It has an annual fund charge of 1.18%.