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.
Fund Manager David Elton introduces the fund:
Important material to read before you apply:
Fund Literature (Assessment of Value, Factsheet, KIID, Prospectus, Financial Statements, SID, TMA)
Ready to Invest?
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.DIRECTYOU’LL BE REDIRECTED TO CASTLEFIELD.DIRECT
Selecting ‘proceed’ will open a new tab to Castlefield’s online investing portal ‘castlefield.direct’.
Using this service you can set up an investment account, or access your existing account, to invest directly in the Castlefield Funds.
Not sure if this is right for you?
Contact our team and we’ll help you find the best solution for you.
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.comYOU’LL BE REDIRECTED TO CONBRIOFUNDS.COM
Selecting ‘proceed’ will open a new tab to the ConBrio Funds website. Here you’ll find all the relevant fund literature for, and how to invest in, the Castlefield Funds.
About ConBrio 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.
Additional resources:
B.E.S.T Sustainable Fund Range Screening Policy