CFP Castlefield Thoughtful UK Opportunities Fund

This fund focuses on investing at least 80% of your money in UK company shares, selected using our own B.E.S.T. investment methodology and subject to our main Screening Policy. The fund’s approach is firmly rooted in investing for at least five years and based on our own analysis of company fundamentals, where we aim to identify those firms that can grow their profits - either by accessing a growing niche within a wider industry, having access to superior pricing from technological or market dynamics or by owning assets which we feel are fundamentally undervalued.

By drawing on our own in-house research, we’re able to provide an unbiased view of investment opportunities and build a truly thoughtful portfolio. Indeed, the fund often forms the main UK equity exposure of more broadly diversified client portfolios.

High conviction portfolio

Concentrated portfolio of best ideas

Integrated investment process

Consideration of non-financial factors alongside financial analysis

Focus on thoughtful businesses

Aligned to our values

The fund typically holds 35-45 holdings, run using an unconstained, conviction style of investment. In other words, we commit to our investments only where we have the utmost confidence in our analysis (rather than simply passively tracking an index) which results in low portfolio turnover, in turn recognising that excessive trading is often to the detriment of performance.

The fund has a multi-market capitalisation remit, extending from large companies down to small companies and some AIM-quoted stocks. Furthermore, being unconstrained, we’re 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 aim to maximise the benefit of our efforts for investors.

Thoughtful Investor ® Approach

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.

Click the image to watch now.

Download a copy of the latest Annual Stewardship Report

This 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

READY TO INVEST?

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY:

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

If you’ve read all of the important material listed above and want to make an investment, you can do that on-line, right now, by visiting Castlefield.direct using the link below:

Castlefield.direct

If you’d prefer a more traditional way to invest, the option exists to complete an application form. Please see the link below.

APPLICATION FORMS:

Available on conbriofunds.com

ADDITIONAL RESOURCES:

SDR Consumer Facing Document

Castlefield Thoughtful Fund Range Screening Policy

Castlefield Funds Quarterly Investment Management Report

Portfolio Holdings

Ready to invest or want more info on this fund?

Selecting ‘proceed’ opens a new tab to the ConBrio Funds website - where you’ll find all the relevant fund literature and how to invest in Castlefield Funds.

ConBrio Fund Partners Limited acts as the Authorised Corporate Director (ACD) of the Castlefield fund range. The ACD is legally responsible for the day-to-day running of the funds.

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