Castle Point
Trans-Tasman Fund
The Castle Point Trans-Tasman Fund invests in New Zealand and Australian Listed Companies and is benchmarked to the S&P/NZX 50 Index.
The objective of the portfolio is to outperform the benchmark over rolling three year periods.
With its high active share the portfolio targets a tracking error of between 3-6% and will typically have less than 5% in cash at any time.
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