Is Castlerock the right investment fund for you?
We work with charitable trusts, foundations, and not-for-profits who want to do more with their capital, without compromising their mission. Castlerock offers a stable, income-producing evergreen fund designed for long-term alignment, transparent governance, and impact in New Zealand’s real economy.
Your capital supports established Kiwi businesses that create jobs, contribute to community resilience, and deliver consistent returns. Portfolio investments include HELL Pizza, Vivo Hair & Skin Clinics, the Tile Depot, Brooklands Pet Products, HQ Travel Group, and Majestic Horse Floats — co-invested alongside our manager and co-investor, Bancorp, whose 40-year track record brings depth and experience to every deal.
Not-for-Profits & Charitable Organisations
We work with charitable trusts, foundations, and not-for-profits who want to do more with their capital, without compromising their mission.
Castlerock offers a stable, income-producing Evergreen fund underpinned by long-term alignment, transparent governance, and support for New Zealand’s real economy.
Why Not-for-Profits Choose Castlerock
Your capital plays a critical role in your organisation’s ability to deliver for the community. We help you deploy it in a way that aligns with your values and provides reliable returns, while supporting Kiwi businesses that create jobs and build resilience.
You may be a good fit if you:
- Seek regular, reliable income to fund your mission
- Prefer investing in direct investments over passive financial markets
- Value transparency, good governance, and relationship-driven capital partners
- Want long-term stability with optional liquidity
- Believe investment should contribute to New Zealand’s long-term success
What You Can Expect
At Castlerock, we invest in well-managed New Zealand businesses with a strong track record of performance.
We don’t back start-ups, early-stage ventures, or capital-intensive plays; we focus on the best of New Zealand’s real economy, where capable people and proven models create enduring value.
Our evergreen fund structure enables us to invest with discipline and patience, avoiding the pressure to exit before a business reaches its full potential.
Key benefits include:
- Quarterly distributions of income you can rely on
- An efficient tax structure that delivers pre-tax returns and cash flow
- Redemption opportunities with no entry or exit fees so that you can choose the investment horizon
- Opportunity to reinvest your distributions
- Values alignment, we invest in businesses that are building for the long term, creating jobs, and contributing to New Zealand’s economic strength
- As an evergreen fund, we have no fixed exit horizon, giving us the flexibility to stay invested for as long as it makes sense for the business and our partners.
- Strong governance, robust reporting, financial discipline, and active oversight
- Real impact, your capital helps grow businesses that make a difference
Who We Work With
We proudly partner with a range of not-for-profit investors, including:
- Charitable and community trusts
- Iwi and kaupapa-based funds
- Educational and healthcare endowments
- Faith-based investment committees
- Purpose-led family foundations
Let’s Talk
We know your trustees have a duty of care, and we’re here to help you make informed, values-aligned decisions.