About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Thursday, April 18th, 8:33PM
rss

Articles tagged with 'Castle Point'

Risk Parity – Models and Myths

16 April 2019 - On a recent visit to one of the external managers of our 5 Oceans Fund we asked them for their biggest market worry. The rise of risk parity strategies was the answer.

4 reasons why the Ranger Fund can enhance your core equity portfolio

19 March 2019 - The Ranger Fund was recently announced winner of the 2018 FundSource Awards – Alternative Sector. This category included Australian and New Zealand long-short funds. We set the Ranger Fund up as a place for our personal savings. We see it as our core savings fund. However, we acknowledge that the award speaks to the defensive characteristics of the fund, and our different approach to investing.

Volatility in the markets is an investor's friend

12 February 2019 - The markets have been highly volatile in recent months, but it's not all bad news, Castle Point Funds Management explains why.

Eight reasons to be optimistic about 2019

8 January 2019 - Castle Point Funds Management portfolio manager Richard Stubbs gives investors eight reasons to be optimistic about this year.

Portfolio insurance protection explained

23 October 2018 - Castle Point Funds Management says there are heightened risks in financial markets and it's time for managers to put some protection into their portfolios. This feature explains how they are they are adding protection.

Dire Straits for Infrastructure Funds

18 September 2018 - One of the Cook Strait ferry operators, Strait Shipping, was mentioned in the news recently. Although it doesn’t feature in any of Castle Point’s investments, it did tweak our interest.

Corporate Values, worth the effort?

14 August 2018 - "Communication. Respect. Integrity. Excellence." - Enron

To be or not to be? (A Conglomerate)

17 July 2018 - In a recent investor update in Sydney, Fletcher Building’s new CEO, Ross Taylor, took the bold step of comparing the company’s performance to global building material giants such as Saint Gobain and CRH, who respectively have revenues of €44b and €28b (10 and 8 times bigger than Fletchers).

Solving Japan’s financial problems…and creating some for New Zealand

12 June 2018 - Japan is in some ways the poster child for the developed world's current financial problems. In 1989 its huge equity and property bubbles burst and, rather than aggressively addressing the resulting problems, Japan’s government propped up its financial system, creating zombie banks, persistent deflation and the very high level of Japan government debt that we see today.

Time to get climbing?

17 April 2018 - We recently came across the chart below, which by anyone’s standard gives a truly long-term view on interest rates. It was put together by the Reserve...

Sound corporate governance is good, but management alignment is better

20 March 2018 - It's better to hang out with people better than you. Pick out associates whose behaviour is better than yours and you'll drift in that direction. - Warren Buffett

Morningstar finalists announced

20 February 2018 - This year Harbour, Nikko and Milford Asset Management are the three finalists for the Morningstar Fund Manager of the Year. Nikko and Harbour (including...

Stock picking and the art of motorcycle maintenance

16 January 2018 - “Why else would people pay fortunes for some things and throw others in the trash pile? Obviously, some things are better than others ... but what's...

Super cheap Boom

27 November 2017 - “Thinking creatively about the future, rather than unimaginatively extrapolating from the past is also the key to capturing the value of change.” Ed Lam, Somerset Capital, Portfolio Manager

Castle Point appoints head of operations

20 November 2017 - Castle Point appoints a head of operations and looks to make further appointments to assist with distribution and client servicing.

Equities versus Bonds?

30 October 2017 - The often-used phrase "margin of safety" is usually attributed to famous value investor and Warren Buffett’s teacher, Benjamin Graham. Its definition varies widely.

Political risk – New Zealand next?

14 August 2017 - The last eighteen months have been a particularly fascinating time to be following political events. 

Traditional balanced funds - return free risk?

19 June 2017 - If you have a KiwiSaver account or an investment portfolio the likelihood is that you will be invested in some sort of diversified balanced fund. This is the typical investment for an investor who has an average tolerance for risk and is not too close to retirement.

Tourism Holdings – Motoring Through the Capital Cycle?

15 May 2017 - "When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact." - Warren Buffett

The view from the other side of the world

24 April 2017 - The levels of offshore ownership in the New Zealand share market have increased dramatically in the last few years. But now offshore rates are beginning to rise again, what could that mean for our local market?

Are you being double-taxed?

13 March 2017 - As any engaged reader of the New Zealand media will have noticed there has been a recent marked increase in the number of articles and commentary debating...

Traditional balanced fund models may not deliver

7 December 2016 - The ability to swim away from risk underpins the investment philosophy behind the new 5 Oceans Fund launched by Castle Point Funds Management.

Castle Point appoints distributor

28 November 2016 - Castle Point Funds Management has appointed Heathcote Investment Partners as its distribution partner in New Zealand. Castle Point is a boutique fund manager...

Stretched equities make absolute funds appeal: Managers

4 April 2016 - Fund managers focused on absolute return say expensive New Zealand equities markets that are looking more and more tightly stretched may turn more investors around to their way of thinking.

All tags:

Absolute Returns ACC accountants Accuro Active v Passive Adrian Orr Advice First Aegis AFA affordability AIA Airbnb Alistair Bean AM Best AML AMP AMP Capital Andrew Barnes Andrew Bascand Angus Dale-Jones annuities Anthony Edmonds Anthony Healy Antipodes ANZ Aon Hewitt Apartments APIA Apteryx artificial intelligence ASB ASIC asset allocation Asset Finance Asteron Astute ASX Auckland Auckland Council Augusta Avanti average price BAA Bagrie Economics Bancorp Treasury Services banks Barbara Chapman Barfoot & Thompson Barry Read Bath Street Bennelong Better Business Conference bitcoin Blackstone Blackwell Global Blair Vernon Bluestone BNP Paribas BNZ body corporates bonds Booster Bradley Nuttall Brent Sheather Brexit Brian Gaynor Bridgecorp Bruce Kerr BT Funds Budget building business insurance business management camelot Canterbury Mortgage Trust capital gains tax Carey Brunel cash flow Castle Point Centastone CFA CFP CGT Chapman Tripp charity China Churn Cigna CIO Claire Matthews Clarity Funds Management Clayton Copplestone client engagement client first CLU co-op money Code Code Committee Code Working Group Colliers Commentary commerce commission commercial property Commission Commission for Financial Capability communication complaints complectus compliance conduct consents Consilium Constellation Capital construction CoreLogic court CPD Craigs Investment Partners Cressida cryptocurrency CU Baywide currency Daintree Dale-Jones damage liability Darren Gannon David Beattie David Boyle David Hisco David Ireland David Whyte de Vere Dealer Groups decumulation demand Deutsche Bank Devon FM DIMS Disclosure disputes Diversified Investment Strategies DTIs Dundas EBT Capital Elevation equities ESG estate planning ETFs ethics FADC Fairway FANZ FATCA Federal Reserve fees FGG Fidelity Life Fiducian File Invite finance companies Financial Advice New Zealand financial advisers Financial Advisers Act Financial Disputes Resolution Financial Markets Conduct Act Financial Services Legislation Amendment Bill fintech First Mortgage Trust Fisher Funds Fixed interest FMA FMOY FMT FNZ FNZC foreign investment Forsyth Barr Foundation Life Foundry AM FoxPlan FPSB fraud Fred Dodds FSC FSCL FSF FSLAB FSPR funds management FundSource FX Garrison Bridge General Finance Generate Geneva George Kerr Getting to Know GFNZ Global Financial Services Global Pacific GMI gold goldman sachs Graeme Wheeler Grant Robertson Grosvenor Financial Services GRTV GST Guardian Trust Hamilton Hindin Greene Hanover Harbour Asset Management Harmoney health insurance healthy homes Heartland Heathcote HER HFANZ Hobson Wealth Honours house insurance house prices housing market housing shortage HSBC Hubbard Hunter Hall IDS IFA IFSO IML Implemented Investment Solutions Income Protection index funds Infinz Infrastructure insulation insurance Insurance Advisers insurance law interest rates investment InvestNow investor profile IOOF IPO IRD ISO Jack Regan Jacqui Dean Janus Henderson JBWere Jeff Page Jenny Campbell JMIS Jobline John Berry John Body John Bolton Jon-Paul Hale Jordi Garcia Juno Katrina Shanks Kepa Kepler King Tide kiwi wealth Kiwibank KiwiSaver KPMG Kris Faafoi landlords Lawyers LBA legacy products Legg Mason Lending Lending Crowd LendMe letting fees Liberty licensing Life insurance LifeDirect Lifetime Listed trusts listings LM Investment Management Loan Market Loss of earnings LVR Macro Prudential Tools Magellan managed funds Mark Lister Mark Wilson Market Close Market Manipulation marketing Markets Massey University\ MDRT median price median rents Mercer Michael Naylor migration Mike Moore Mike Pero Mike Taylor Milestone Milford Asset Management Milton Jennings minimum standards Mint Asset Management MJW MJW Report MoBIE Morningstar Mortgage Advisers Mortgage Express Mortgage Link Mortgage People Mortgage Rates Mortgage Supply mortgages MTF MunichRe Murray Weatherston MyFiduciary Nadine Tereora Naomi Ballantyne new listings Newpark Newton Ross nib Nigel Tate Nikko AM non-bank lenders non-disclosure Norman Stacy NZ Funds NZ Home Loans NZ Super NZ Super Fund NZAM NZCU Baywide NZFSG NZHL NZIG NZPIF NZSA NZX Obituaries OCR OCR forecasts OnePath Opinion PAA PAA Holiday Homes Partners Life Pathfinder Asset Management Paul Glass Paul Goldsmith PDS Peer to Peer Lending pension transfers people Performance fees Perpetual Guardian Peter Leitch PGC PI PIE pie funds PIMCO Pinnacle Life Pivotal Planet Platinum Asset Management Plus 4 Plus4 Insurance PM Capital PMG politics ponzi population growth PreferredNZ price fixing price growth Private equity pro-bono Professional Advisers Associations Professional Development professional indemnity Professional IQ Property Council Property Institute property investment property management property syndicate property values Prospa Public Trust PwC Q Group QBE QFE QROPS qualifications quality mark QuaySt Quotemonster QV RaboDirect Ralph Stewart rates Ratings RBNZ real estate Realestate.co.nz Rebecca Thomas recruitment registered financial advisers regulation REINZ Remarkable Capital renovation rental market rental returns rents research Reserve Bank RESIMAC responsible investing Responsible lending retirement Retirement Income Group returns reverse mortgages RFA Richard James risk risk management Rob Everett Rob Hennin roboadvice Rod Severn Rosemary Hassan Ross Asset Management Royal Commission RTA Russell Hutchinson Russell Investments S&P sales activity Salt AM Sam Stubbs Saturn SBS Select Investments Senior Trust serious fraud office Share Shariah Sharon Zollner Shaun Drylie SiFA Simon Botherway Simon Fisher Simon Hassan Simplicity Situations Vacant Smartshares soft commission Sorted Southern Cross Sovereign Spicers Sponsored Content Squirrel SRI Stats NZ Stephen O'Connor Steve Jurkovich Stewart Group Strategi strategies Strategy Financial succession Sue Brown suitability Summer Suncorp superannuation Superlife SuperRatings supply Symon Brewis-Weston Synergy tax tax working group TCIT technology tenancy reform Tenancy Tribunal tenants term deposits The Adviser Platform The Answers The Co-operative Bank TMM Opinion Tony Mount Totara Wealth Management Tower Life TPD Trade Me Property Trauma Travel insurance Trevor Slater Triple A TripleA triplejump Trustee Partners Trustees Executors trusts TSB Turners UDC UK Pension Transfers Underwriting Unit Titles Unitary Plan value growth Van Eyk Vanguard Variable Annuities vertical integration Volo Webinars Westpac wholesale workplace savings nz Wrap Platforms WRF WSNZ yield Youi

News Bites
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.45 4.49 4.69
ANZ Special - 3.95 3.99 4.19
ASB Bank 5.80 4.49 4.49 4.45
ASB Bank Special - 4.09 3.99 3.95
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.05 3.99 3.95
BNZ - Std, FlyBuys 5.90 4.69 4.59 4.79
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.70 4.85 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 3.99 4.39
HSBC Premier LVR > 80% - - - -
HSBC Special - 3.69 3.69 3.95
Lender Flt 1yr 2yr 3yr
ICBC 5.79 3.99 3.99 4.49
Kiwibank 5.80 4.80 4.94 ▼4.84
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.05 3.99 ▼4.09
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.46 4.69
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.05 3.99 4.49
Sovereign 5.90 4.49 4.49 4.45
Sovereign Special - 4.09 3.99 3.95
The Co-operative Bank - Owner Occ 5.75 3.99 4.15 4.35
The Co-operative Bank - Standard 5.75 4.49 4.65 4.85
TSB Bank 5.80 4.55 4.49 4.65
TSB Special - 4.05 3.99 4.15
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.05 3.99 3.95
Median 5.89 4.49 4.49 4.47

Last updated: 17 April 2019 8:49am

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com