CFP Castlefield B.E.S.T Sustainable UK Smaller Companies Fund

 

The investment philosophy of the CFP 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:

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

 

Additional resources:

Fund Prices

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

Portfolio holdings at prior Quarter end

Sustainable Funds Quarterly Investment Management Report

 

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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