The investment strategy of the fund is to exploit market inefficiencies resulting from a bias to short term performance by financial market investors, through investing in a range of Australasian assets.
Castle Point has broad discretion on the type and proportion of Australasian assets the fund invests into.
Given the broad investment mandate of the fund there is no target asset allocation or investment mix. There are some restrictions and investment limits on certain assets.
Refer to the fund’s current statement of investment policy and objectives.