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Is Castlerock the right investment fund for you?​

Whether you’re a wholesale investor seeking to diversify into successful private Kiwi businesses or a Not-for-Profit looking for an equity investment that aligns with your long-term mission, Castlerock is built to meet your needs. Our evergreen fund structure provides patient capital and consistent returns, investing in real, well-run New Zealand businesses with strong fundamentals. Co-invest alongside our manager and co-investor Bancorp, drawing on their 40-year track record in financial expertise in businesses such as HELL Pizza, Vivo Hair & Skin Clinics, the Tile Depot, Brooklands Pet Products, HQ Travel Group, and Majestic Horse Floats.

Investing in Enduring Value — Not Just Short-Term Returns

Castlerock is a private investment firm backing New Zealand’s mid-sized businesses to scale and succeed for the long term. Our fund is designed for wholesale investors who seek more than just performance; they want alignment with purpose, strong governance, and tangible impact on the New Zealand economy.

Castlerock is an NZTE approved AIP+ visa managed fund under the Growth category.

Diversification & flexibility

Castlerock’s private business investment fund offers strong returns without locking up your funds or presenting a high-risk profile. By offering a long-term investment with redemption opportunities and no entry or exit fees, Castlerock introduces flexibility into your investment portfolio.

Invest in established, profitable NZ businesses

At Castlerock we buy established businesses at the forefront of their sectors – we don’t invest in start-ups, venture-stage or capital-intensive businesses.
By targeting businesses with a proven track record that can convert profit to cashflow and continue to grow, Castlerock offers you a stake in the best of New Zealand.

Invest without the risk of share market volatility

When you invest in Castlerock, your share price is determined by the underlying performance of Castlerock’s portfolio businesses not stock market fluctuations. We chose businesses with stability and long-term capital growth front of mind.

We’re always open

Unlike traditional investment funds, Castlerock investors are not bound by fixed entry and exit points.  Our fund is made up of long-term investments in leading New Zealand businesses and we’re always looking for our next investment — so when you jump in, we’ll put your money straight to work.

You’re in good company

Invest shoulder-to-shoulder with Bancorp, bringing over 30 years of expertise to the fund. You’ll be in good company, alongside experienced wholesale investors, family offices and a range of New Zealand charitable organisations.
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