B.E.S.T UK Opportunities Fund

The Castlefield B.E.S.T UK Opportunities Fund is an unconstrained, UK equity focused investment vehicle – often forming the core of client portfolios invested across of a broader range of assets. The fund’s approach is firmly rooted in our own  analysis of company fundamentals, where we aim to identify those firms that can grow their earnings, either by accessing a growing niche within a wider industry, having access to superior pricing from technological or market dynamics or owning assets which we feel are fundamentally undervalued. By drawing on our own in-house research we are able to provide an unbiased view of investment opportunities and build a portfolio accordingly.

The fund typically comprises 35-45 holdings, run using a conviction style investment. In other words, we commit to our investments rather than tracking an index and have a low turnover of holdings, recognising that excessive trading is often to the detriment of performance. The fund has a multi-market capitalisation remit extending from large-cap down to small-cap and AIM stocks. Furthermore, we are free from sector or stock limits, which would otherwise require us to hold shares in a sector or company to which we are not fully committed. With this combination of research driven investment approach and concentrated portfolio construction we are able to maximise our efforts for investors.

 

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY: 

Key Investor Information Document (KIID) General Income

Supplementary Information Document (SID)

B.E.S.T UK Opportunities Fund Factsheet

 

ADDITIONAL RESOURCES:

Fund Prices

Short Reports

Financial Statements

Prospectus

Target Market Assessment - Castlefield B.E.S.T UK Opportunities Fund

 

 

Winners and Spinners Report 2017

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

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RECOGNITION OF OUR EXPERTISE

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

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

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