B.E.S.T Sustainable UK Smaller Companies Fund

 

The investment philosophy of the Castlefield B.E.S.T Sustainable UK Smaller Companies Fund is to invest in well managed UK smaller companies that are financially sound, have a distinct and sustainable competitive advantage and are capable of long term growth.

The investment process involves a thorough appraisal of a company’s management, a detailed financial review and an assessment of its market position and the competitive environment. We also look to invest in companies that can demonstrate a high level of employee engagement and where employees are encouraged to become shareholders.

 

Important material to read before you apply:

Key Investor Information Document (KIID) General Income

Key Investor Information Document (KIID) Institutional Income

Supplementary Information Document (SID)

B.E.S.T Sustainable UK Smaller Companies Fund Factsheet

B.E.S.T Sustainable UK Smaller Companies Fund Holdings Q2

 

Additional resources:

Fund Prices

Short Reports

Financial Statements

Prospectus

Winners and Spinners Report 2017

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.

Read more

RECOGNITION OF OUR EXPERTISE

We are delighted that Castlefield has received some recent recognition for our expertise.

Read more

Resource Links

  • Please read these CFP Terms & Conditions in conjunction with any application made.

    View resource