InvestNow Castle Point Trans-Tasman Fund
Investnow Castle Point Trans-Tasman Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 41 members and holds $446,329. It opened in 2020.
Fees and returns
- Annual fee
- 1.08% of your balance each year
- Return over 1 year
- +3.2% a year
- Return over 3 years
- +1.6% a year
- Return over 5 years
- −0.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 98%.
Largest holdings
- Castle Point Trans-Tasman Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +3.2% |
| 2024/25 | +0.2% |
| 2023/24 | +1.4% |
| 2022/23 | −5.6% |
| 2021/22 | −3.4% |
About this fund
InvestNow's wrapper access to the Castle Point Trans-Tasman Fund, managed by Castle Point Funds — New Zealand and Australian listed shares, benchmarked to the S&P/NZX 50. As a single-region fund it is more concentrated than global shares. It has an annual fund charge of 1.08%.