Superlife Castle Point 5 Oceans Fund
Castle Point 5 Oceans Fund is an aggressive KiwiSaver fund managed by Superlife. It has 64 members and holds $818,965. It opened in 2020.
Fees and returns
- Annual fee
- 1.28% of your balance each year
- Return over 1 year
- +7.8% a year
- Return over 3 years
- +5.8% a year
- Return over 5 years
- +3.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Other 101%.
Largest holdings
- Castle Point 5 Oceans Fund 100.62%
- Net Current Assets 0.38%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +7.8% |
| 2024/25 | +5.1% |
| 2023/24 | +4.7% |
| 2022/23 | −2.9% |
| 2021/22 | +3.2% |
About this fund
The Superlife Castle Point 5 Oceans Fund invests in the Castle Point 5 Oceans Fund, managed by Castle Point Funds Management — an actively managed multi-asset strategy aiming to beat the Official Cash Rate by 3% a year over the medium to long term. Unlike Superlife's index building blocks it relies on manager selection. It carries an annual fund charge of 1.28%.