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A unique private business investment
The best of both worlds

Since inception in 2017, Castlerock has paid quarterly cash distributions and provided capital growth averaging 14.0% per annum

Castlerock – A private business investment fund for wholesale investors
Investing in Profitable
New Zealand Businesses
We target businesses with a proven track record of success, that we believe will continue to deliver high cash yield with growth potential.
Castlerock designed with the needs of wholesale investors in mind

Get the best of
both worlds

Castlerock targets both cash yield and long-term capital growth. We target an 8.0% return on the fund’s value each year. Since inception in 2017, we have provided investors a 10.37% average cash yield per annum and 3.58% average capital growth per annum. Returns may vary and are not guaranteed.

Put your money
straight to work

Unlike other private equity funds, at Castlerock we don't buy businesses to build and then sell. We select and partner with businesses that have already grown to the point where they can sustainably make distributions of profit to shareholders. We have three profitable businesses in the portfolio so far. This means, no matter when you invest, you'll receive distributions alongside our current investors immediately. Castlerock has made distributions every quarter since inception in 2017 however distributions are not guaranteed and may vary.
Castlerock key metrics
8%+ yield

Each year, Castlerock aims to provide investors quarterly distributions targeting an 8.0% cash return each year. Since inception, our quarterly distributions have provided original investors a 10.37% per annum yield on their investment.

$30m+ fund

Castlerock accepts new investment every quarter and has now raised over $30 million.

14.0% IRR

Over the life of Castlerock’s fund, it has delivered a 14.0% IRR to investors with a mixture of cash yield and capital growth.

Disclaimer: Cash distributions are not guaranteed and may not occur every quarter. Castlerock may not receive additional capital investment and may receive Share Sale Requests from investors. Castlerock’s future returns may vary materially from historic results presented.
Our Private Investment Portfolio

We buy Kiwi businesses based on real cashflow not pipe dreams

At Castlerock we aim to acquire profitable established businesses at the forefront of their sectors – we don’t invest in start-ups, venture-stage or capital-intensive businesses. We target businesses with a proven track record of strong management delivering high cash yields and growth opportunities. Our portfolio currently contains three well-recognised businesses and we are preparing to add our fourth and fifth.

Our investors – you’re in good company

We have a range of investors from high net worth individuals to family trusts, family offices, charitable & Not-for-profits and institutional investors.  Bancorp and Castlerock’s leadership are also investors in their own right.
Wholesale
Investors

Add some diversified NZ business exposure to your portfolio – and cash yield too. 

Charities & Not For
Profit Organisations
Developed with charities and NFP investors in mind, Castlerock aims to provide an investment with liquidity options, cash yield, a tailored tax structure and long-term capital growth.

Backed by the best

The Castlerock fund is backed and managed by Bancorp, a leading Investment bank based in Auckland.  A growing number of high net worth, family office, charitable trust and other wholesale and institutional investor groups have joined Bancorp and Castlerock’s leadership as investors. Day-to-day, Castlerock is managed by an experienced team, so you can be sure that you’ll be in good company.

A unique private business investment
The best of both worlds

Since inception in 2017, Castlerock has paid quarterly cash distributions and provided capital growth averaging 14.0% per annum

Castlerock – A private business investment fund for wholesale investors
Investing in Profitable
New Zealand Businesses

We target businesses with a proven track record of success, that we believe will continue to deliver high cash yield with growth potential.

Castlerock designed with the needs of wholesale investors in mind
Get the best of both worlds

Castlerock targets both cash yield and long-term capital growth. We target an 8.0% return on the fund’s value each year. Since inception in 2017, we have provided investors a 10.37% average cash yield per annum and 3.58% capital growth. Returns may vary and are not guaranteed.

Put your money straight to work
Unlike other private equity funds, at Castlerock we don't buy businesses to build and then sell. We select and partner with businesses that have already grown to the point where they can sustainably make distributions of profit to shareholders. We have three profitable businesses in the portfolio so far. This means, no matter when you invest, you'll receive distributions alongside our current investors immediately. Castlerock has made distributions every quarter since inception in 2017 however distributions are not guaranteed and may vary.

Want to know more?

Castlerock key metrics
Each year, Castlerock aims to provide investors quarterly distributions targeting an 8.0% cash return each year. Since inception, our quarterly distributions have provided original investors a 10.1% per annum yield on their investment.
8%+ yield

Castlerock targets an 8% cash yield each year and has consistently exceeded that to date. Pre-tax distributions are paid quarterly or can be reinvested into new shares.

$30m+ fund

Castlerock accepts new investment every quarter and has now raised over $30 million.

14.0% IRR

Over the life of Castlerock’s fund, it has delivered a 14.0% IRR to investors with a mixture of cash yield and capital growth.

Disclaimer: Cash distributions are not guaranteed and may not occur every quarter. Castlerock may not receive additional capital investment and may receive Share Sale Requests from investors. Castlerock’s future returns may vary materially from historic results presented.
Our Private Investment Portfolio

We buy Kiwi businesses based on real cashflow not pipe dreams

At Castlerock we aim to acquire profitable established businesses at the forefront of their sectors – we don’t invest in start-ups, venture-stage or capital-intensive businesses. We target businesses with a proven track record of strong management delivering high cash yields and growth opportunities. Our portfolio currently contains three well-recognised businesses and we are preparing to add our fourth and fifth.

Our investors – you’re in good company

We have a range of investors from high net worth individuals to family trusts, family offices, charitable & Not-for-profits and institutional investors.  Bancorp and Castlerock’s leadership are also investors in their own right.
Wholesale
Investors

Add some diversified NZ business exposure to your portfolio – and cash yield too. 

Charities & Not For
Profit Organisations
Developed with charities and NFP investors in mind, Castlerock aims to provide an investment with liquidity options, cash yield, a tailored tax structure and long-term capital growth.

Backed by the best

The Castlerock fund is backed and managed by Bancorp, a leading Investment bank based in Auckland. Bancorp and Castlerock groups have joined as investors and hold a significant interest in the fund. A growing number of high net worth, family office, charitable trust and other wholesale and institutional investor groups have joined Bancorp and Castlerock’s leadership as investors. Day-to-day, Castlerock is managed by an experienced team, so you can be sure that you’ll be in good company.

About Castlerock
Castlerock is a private equity fund backed and managed by the Bancorp. Established in 2016, Castlerock acquired New Zealand’s leading horse transport business and launched to wholesale investors in 2017. The fund has since successfully acquired stakes in HELL Pizza and Vivo Hair & Skin Clinics. Find out more
Get Latest News & Insights

Contact Us

Level 3, Buckland and Masonic Buildings, 30 Customs Street East, Auckland 1010

 

+(64) 9 302 8528

Follow Us

Official Castlerock Website © Privacy Policy

Crafted by StudioEleven

About Castlerock
Castlerock is a private equity fund backed and managed by the Bancorp. Established in 2016, Castlerock acquired New Zealand’s leading horse transport business and launched to wholesale investors in 2017. The fund has since successfully acquired stakes in HELL Pizza and Vivo Hair & Beauty Clinics. Find out more
Get Latest News & Insights
Contact Us

Level 3, Buckland and Masonic Buildings, 30 Customs Street East, Auckland 1010

+(64) 9 302 8528

Follow Us

Official Castlerock Website © Privacy Policy

Crafted by StudioEleven