This TM Castlefield Thoughtful Growth Portfolio Fund aims to achieve a total return, combining income and capital growth, in line with a growth risk profile over rolling five-year periods. Investments are selected using Castlefield’s Thoughtful Investor® approach.
Diversified portfolio of multiple asset classes
Consideration of non-financial factors alongside financial analysis
Aligned to our values
As a portfolio fund, the range of investments selected is deliberately wide and is expected to include underlying exposure of between 45% and 80% to UK and global shares and between 5% and 25% to fixed interest securities.
Other complementary investments are also made, such as commercial property and more specialist funds. The Fund may also invest directly in underlying shares and other investments; all with the aim of offering an efficient and effective balance between risk, potential return and total cost.
For any enquiries about the Castlefield Direct self-direct service please contact 0345 1136 965 about your account
This portfolio fund aims to offer an effective means of accessing actively managed, multi-faceted portfolio management, all in one place. In effect, beyond your initial decision to invest in the portfolio fund, all of the subsequent difficult choices are taken care of. Not only that but, unlike other portfolio funds, the Castlefield Thoughtful Growth Portfolio Fund combines our proprietary Thoughtful Investor ® approach with a focus on funds and other investments with a similar ‘thoughtful’ theme.
Contains information such as the fund's aim, latest performance, top ten holdings and ongoing charges.
Annual regulatory document showing a summary of the fund, including sustainability approach and sustainability metrics.
Shows a summary of the fund's sustainability performance including a comparison of the sustainability metrics against a benchmark.
Our proprietary Thoughtful Investor® Approach is an integrated investment process considering financial and non-financial factors.
Castlefield Founder John Eckersley explains how our ethical approach integrates three important elements to meet the needs and values of our clients.
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Learn more about some of the companies held within Castlefield funds, with this interactive directory of stocks.
Click the button below to find out where companies are based, what they do and why we like them - along with some of the opportunities for improvement.
Go to Stock DirectoryCallum is an investment manager and manages our Thoughtful Portfolio Funds. Callum joined Castlefield in 2023 after re-locating to North Derbyshire from London to be closer to home. Prior to joining Castlefield, Callum was an Associate Portfolio Manager at Brown Advisory within its International Private Client team.
Find out more about CallumThis report provides information about the Fund’s Sustainability Approach, and an independent assessment of its performance in relation to 14 Sustainability Metrics - that reflect the core values of the ‘Thoughtful Investor’ ® approach.
You'll also learn more about how the stewardship strategy has been applied, some of the activities undertaken and the outcomes achieved/expected to achieve.
View Sustainability Report
View the latest Fund Factsheet and the Consumer Facing Document for our funds by visiting our document library
Our annual stewardship report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®.
You'll find details of our Thoughtful Investment approach and a comprehensive assessment of our stewardship activities, including collaborative engagement projects, voting activity and broad range of case studies during the prior twelve months.
Download Latest Annual Stewardship Report
You can find all relevant fund literature - including the Assessment of Value, Key Investor Information Document (KIID), Prospectus and Supplementary Information Document (SID) at the Tutman website. NB: Button opens a new tab, please select "Tutman (formerly ConBrio)" in the Company section of the literature search criteria.
From 4th August 2025 Thesis Unit Trust Management Limited (TUTMAN) acts as the Authorised Corporate Director (ACD) of the Castlefield fund range and is legally responsible for the day-to-day running of the funds.
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