SUPERLIFE KIWISAVER SCHEME
Castle Point 5 Oceans Fund
SMARTSHARES LIMITEDsuperlife.co.nz
Fund start date
15 July 2020
Data as at
31 March 2026
Aggressive
About this aggressive fund
The Castle Point 5 Oceans Fund is a KiwiSaver scheme fund offered by Smartshares within the SUPERLIFE KIWISAVER SCHEME. This aggressive fund comprises 100 percent growth assets and 0 percent income assets, positioning it toward capital appreciation over income generation. The fund sits at the more growth-oriented end of the scheme's investment options.
Fee + return history
View detailed history →Quarterly fees and after-tax returns recorded against this fund since inception. Sourced from FMA Disclose Quarterly Fund Updates. The detailed view shows the full chart + per-quarter data table.
PDS changes
View detailed PDS history →Material changes to the Product Disclosure Statement over time — fee adjustments, asset-allocation shifts, scheme-rule amendments. Diff against the previous PDS shown side-by-side in the detailed view.
Holdings changes
View detailed holdings diff →Top-10-holdings additions, removals, and weight changes across quarters. Shows the manager's actual portfolio decisions over time, sourced from the fund's Quarterly Fund Update.
SIPO changes
View detailed SIPO history →Statement of Investment Policy and Objectives revisions — investment objective rewrites, asset-class target shifts, ESG policy changes, derivatives policy changes. The detailed view diffs against prior SIPO versions.
AI · API · Markdown
Machine-readable surfaceEvery fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- FMA fund code
- FND19367
- FSP number
- FSP26531
- NZBN
- 9429038512483
- Provider
- Smartshares
- Scheme
- SUPERLIFE KIWISAVER SCHEME
Endpoints for Castle Point 5 Oceans Fund
GET/api/fund/Smartshares/castle-point-5-oceans-fund/facts.jsonapplication/jsonStructured fund facts (fees, returns, asset mix, identifiers, sources).
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
