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Articles tagged with 'Castle Point Funds Management'

Recent studies show that passive investing now outweighs active investing

17 February 2024 - In this article we look at the relentless rise of passive investing.

Coming into land in 2024

31 December 2023 - For most of the past two years, investors in all asset classes, certainly not just equities, have been wondering what sort of landing we would experience. In my opinion, the jet plane analogy is a very apt way of thinking about the state of the global economy.

The Bond market gives investors a High Five

30 October 2023 - In this article we review recent activity in the bond market.

Thoughts on underperformance by an active manager

28 August 2023 - In this article we discuss how an active investor copes with underperformance.

Hitting the Ceiling

19 May 2023 - In this article we take a closer look at the US debt ceiling.

When it comes to equities, there is no hiding from the voting machine

5 May 2023 - In this article we discuss how equity market volatility all but guarantees periods of very poor performance for even the best equity market managers.

A closer look into the dark art of technical trading

24 January 2023 - A few readers may have noticed that in recent weeks several investment industry publications and newsletters have been referencing a dominant down trend that prevailed over the S&P500 index in 2022.I thought it might be useful to have a closer look into this dominant downtrend and explain why it's been getting this recent attention.

Artificial Intelligence (AI) about to become mainstream?

23 December 2022 - To show you how artificial intelligence will change the world AI has written the bulk of this column for Jamie Young. Imagine having AI write your client review; that would be a time-saver.

Santa Pause could be coming to the rescue

22 November 2022 - A Santa rally is suddenly a genuine possibility, Castle Point co-founder Stephen Bennie says.

Fundamentals have gone missing in 2022

26 July 2022 - In this article we have a look at a way of assessing the valuation fundamentals of a fund.

[WATCH] How would God's portfolio perform?

19 May 2022 - Investors may be worrying about their current returns, but even if you had the best possible portfolio it is impossible to avoid drawdowns.

Searching for that right level of diversification

22 April 2022 - In this article we look at how many stocks are required to achieve diversification

2021: A year so tough even the New Zealand share market fell

16 December 2021 - In this article we have a look back at 2021 and consider what 2022 might bring.

How global supply chain disruptions have caught out central banks in 2021.

5 November 2021 - In this article we look at how the pressure on global logistics has played a key role in rising prices through 2021.

Does reporting season really matter.

1 October 2021 - In this article we consider the importance of reporting season.

Inflation; transitory traveller or a more permanent fixture?

6 August 2021 - In this article we contribute to the on-going discussion of is inflation coming or not.

Investors and traders both want good returns but are polar opposites

18 May 2021 - In this article we discuss how there are many ways to approach investing and the approaches of traders and long-term investors could hardly be more different.

Interest in interest rates is rising

6 April 2021 - In this article we discuss the impact low interest rates have had on investors and consider the importance of the recent increase in rates

How share splits and consolidation affect the value of a business

2 March 2021 - In this article we discuss the share splits and share consolidations and what they mean for investors.

What Elon Musk’s new title might mean for markets Or … Tesla’s share price, intrinsic value or market madness

3 February 2021 - In this article we discuss the valuation rationale for Elon Musk’s largest asset, Tesla.

Top 10 investment lessons

14 December 2020 - Castle Point Chair, Amanda Smith, shares pivotal investing lessons garnered from her high profile and successful 26-year investment career.

AMP's move to passive creates opportunities for active managers

20 November 2020 - While AMP going passive is a shock to the New Zealand investment community, it should mean more opportunity for the remaining active equity investors.

a2 Milk – growth stocks and downgrades don’t mix well

23 October 2020 - A case study in understanding how downgrades impact growth stocks, by Castle Point's Stephen Bennie.

Castle Point wins blue chip account

30 September 2020 - Castle Point Funds Management has been appointed to manage an active Australasian equities mandate for a big bank.

Reporting season and forecasting a waste of time

15 September 2020 - Castle Point's Richard Stubbs questions whether there is much value to the effort and activity that goes in to six-monthly earnings announcements.

a2: could the milk be starting to turn?

13 August 2020 - Castle Point's Jamie Young looks at a2 Milk's standout success, and asks whether investors can expect this to continue?

Castle Point fund washes up on KiwiSaver platform

27 July 2020 - The actively managed Castle Point 5 Oceans Fund is now available as a KiwiSaver option, on a largely passive platform.

A story of value v growth

22 July 2020 - Castle Point co-founder Gordon Sims tells a story about two companies; one a value play and the other a growth opportunity. Which one do you think is best?

Considering the trans-Tasman bubble

16 June 2020 - There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.24 6.79 6.65
ANZ 8.64 7.84 7.39 7.25
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.24 6.79 6.65
ASB Bank 8.64 7.24 6.79 6.65
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
Basecorp Finance 9.60 - - -
Bluestone 9.24 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Classic - 7.24 6.79 6.65
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 7.84 7.39 7.25
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 7.04 - -
Co-operative Bank - Owner Occ 8.40 7.24 ▼6.79 ▼6.65
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Standard 8.40 7.74 ▼7.29 ▼7.15
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.69 6.45 6.19
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 ▼6.75 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.79 ▼7.39 ▼7.25
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 8.25 7.79 7.55
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 7.25 6.79 6.65
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.75 7.35 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
Resimac - LVR < 80% 8.84 8.30 7.89 7.69
Lender Flt 1yr 2yr 3yr
Resimac - LVR < 90% 9.84 9.30 8.89 8.69
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 7.84 7.45 7.25
SBS Bank Special - 7.24 6.85 6.65
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 6.74 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 8.04 7.55 7.45
Lender Flt 1yr 2yr 3yr
TSB Special 8.64 7.24 6.75 6.65
Unity 8.64 6.99 ▼6.79 -
Unity First Home Buyer special - - 6.45 -
Wairarapa Building Society 8.60 7.15 6.85 -
Westpac 8.64 7.89 7.49 7.25
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - 7.29 6.89 6.65
Median 8.64 7.29 7.32 6.65

Last updated: 14 March 2024 9:32am

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