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

Supplementary Information Document (SID)

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

Portfolio holdings at prior Quarter end


Additional resources:

Fund Prices

Short Reports

Financial Statements


Target Market Assessment - Castlefield B.E.S.T Sustainable UK Smaller Companies Fund

Assessment of Value - Castlefield Funds

B.E.S.T Sustainable Fund Range Screening Policy


Castlefield are now signatories to ShareAction’s Healthy Markets initiative, tackling rising childhood obesity levels.

Read more

Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

Read more

Resource Links

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

    View resource