Company Investors | Best NZ Investment Funds for NFP & Charities

Is Castlerock the right investment fund for you?

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, the Tile Depot, Brooklands Pet Products and HQ Travel Group 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.

Invest in mature New Zealand businesses

At Castlerock we buy mature 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 of strong management, Castlerock invests in the best of New Zealand.

We’re always open

A flexible, penalty-free fund. Castlerock aims to continue paying investors quarterly cash distributions. Investors have the flexibility to receive shares in lieu of cash, building the capital value of their investment. The ability to request a redemption of part or all of your investment provides some liquidity, with no fees or penalties when you do.

You’re in good company

When you invest in Castlerock, you’re in good company. Invest shoulder-to-shoulder with corporate finance experts at Bancorp and a range of New Zealand charitable organisations, family offices and experienced wholesale investors.

Is Castlerock the right investment fund for you?​

Is Castlerock the right investment fund for you?