CFP Castlefield B.E.S.T Sustainable Portfolio Growth Fund

 

The CFP Castlefield B.E.S.T Sustainable Portfolio Growth Fund (The Fund), aims to primarily achieve growth in capital and income, consistent with the primary objective, for investors who are comfortable with an investment time horizon of at least five years. To achieve this, our in-house team will invest at least 50% in a range of other collective investment funds, some managed by the same team, alongside carefully selected funds managed by other highly regarded investment houses. Being a portfolio fund, the range of investments from which the team may choose is wide and includes exposure to the likes of both UK and globally listed shares, fixed interest securities and other complementary investments, such as commercial property and specialist funds. The Fund may also invest directly in underlying shares and other investments; all with the aim of the Fund as a whole offering an efficient and effective balance between risk, potential return and total cost.

As research has shown, the biggest factor in achieving good long term returns is the effective management of a portfolio’s exposure to broad categories of investment (like shares on the one hand or fixed interest securities on the other), rather than the choice of any one individual share or security, a portfolio fund offers you an effective means of accessing actively managed, multi-faceted portfolio management in one place. In effect, beyond your initial decision to invest in the Fund, all of the subsequent difficult choices are taken care of. Not only that but, unlike other portfolio funds, the Fund combines our proprietary B.E.S.T responsible investment approach with a focus on funds and other investments with a ‘sustainability’ theme.

The B.E.S.T Approach is a proprietary investment selection system to assess the merits of competing investment choices. The system incorporates four main criteria to assess both financial and non-financial attributes, which we believe will affect long-term investor returns. These are:

B - Business & Financial

E - Environmental & Ecological

S - Positive Social Influence

T - Transparency & Governance

If you wish to invest for the long term with a focus upon capital growth, are happy to trust a professional team to look after your money and recognise the benefits of investing both responsibly and sustainably, then the Castlefield B.E.S.T Sustainable Portfolio Growth Fund could be for you.

 

Important material to read before you apply:

Fund Literature (Assessment of Value, ​Factsheet, KIID, Prospectus, Financial Statements, TMA)

Supplementary Information Document (SID)

 

Additional resources:

Fund Prices

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

Portfolio Funds Quarterly Investment Management Report

Sustainable Funds Quarterly Investment Management Report

Portfolio holdings at prior Quarter end

 

Application Forms:

Available on conbriofunds.com

HEALTHY MARKETS INITIATIVE

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

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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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Resource Links

  • We’re available by phone and email, but most of all in person to provide advice.

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  • Story of our client: Vitsoe - A Persistent System

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  • The thoughtful investor- Conrad Jacobson

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