Financial Services Company
last updated on 2023-12-12 12:33:37
| Rating | |
| Fund name |
CASTLE POINT 5 OCEANS FUND |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
- |
| Number of members |
70 |
| Date fund started |
2020-07-15 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.43% |
| NZ invested Assets |
- |
| Total value of fund |
$1 365 949 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
0.00 |
| Growth Assets |
100% |
| Bonds |
0.00 |
| Investments |
The Castle Point 5 Oceans Fund invests in the Castle Point 5 Oceans Fund managed by Castle Point Funds Management Limited with the objective of outperforming (after fees and other expenses, but before tax) the Reserve Bank of New Zealand Official Cash Rate by 3% per annum over the medium to long-term. |
