Stewardship at Castlefield

As thoughtful investors, we carry out a range of stewardship activities. For example, we vote at company AGMs on issues such as executive pay and director re-appointment. We also use our influence as investors to encourage firms to address social and environmental risks like carbon, water scarcity and human rights. We know these issues are important to our clients.

Read more in our Annual Stewardship Report or take a look at how we vote.

We are proud signatories to the Financial Reporting Council’s UK Stewardship Code.

Our responsible investment policy sets out our approach to stewardship, engagement and how we factor environmental, social and governance risks into our investment process.

In line with the Shareholder Rights Directive ii (SRD II), you will also find our Engagement Policy and Annual Disclosure here

View our latest Annual Stewardship Report

For more information, please download the latest Annual Stewardship Report using the link below.

This includes details of our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.

View Stewardship Report

Positive Investment Themes to make a difference

Our stock stories demonstrate how our authentic sustainable approach works in practice.

Learn more about some of the typical holdings in our funds and see which of our sustainable themes investments contribute to. 

Find out more