Since inception in 2017, Castlerock has paid quarterly cash distributions and provided capital growth averaging 14.0% per annum
New Zealand Businesses
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 with total returns of 10.1% p.a., with a cash yield exceeding the target return at 11.1% p.a. Returns may vary and are not guaranteed.
Put your money
straight to work
Want to know more?
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.
We buy Kiwi businesses based on real cashflow not pipe dreams
Our investors – you’re in good company
Investors
Add some diversified NZ business exposure to your portfolio – and cash yield too.
Profit Organisations
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.
Since inception in 2017, Castlerock has paid quarterly cash distributions and provided capital growth averaging 14.0% per annum
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 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.
Want to know more?
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.
We buy Kiwi businesses based on real cashflow not pipe dreams
Our investors – you’re in good company
Investors
Add some diversified NZ business exposure to your portfolio – and cash yield too.
Profit Organisations
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.