Whether you are a wholesale investor looking to diversify and round out your investment portfolio with some exposure to successful private Kiwi businesses, or you’re a Not-for-Profit organisation looking to for a private equity investment structured in a way that supports your work, Castlerock is designed to meet your needs. A unique long-term investment that is building a track-record of investing in good businesses that deliver investors strong returns. Co-invest in established New Zealand businesses like Majestic Horse Floats, HELL Pizza, Vivo Hair & Skin Clinics and the Tile Depot in partnership with our Manager and co-investor Bancorp and benefit from Bancorp’s 30 year track record of proven financial expertise.
Not-for-Profits & Charitable 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.
A flexible, penalty-free fund
When you invest in Castlerock your organisation will receive quarterly pre-tax cash distributions targeting 8% per annum, regular valuations and long-term capital growth. By offering a solid long-term investment with redemption opportunities and no entry or exit fees, Castlerock provides the flexibility to re-invest, without locking up funds or presenting a high-risk profile.
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