CFP Castlefield Sustainable Portfolio Income Fund

The CFP Castlefield Sustainable Portfolio Income Fund (The Fund), aims to primarily provide income to investors, with a minimum income return of 3% per annum, and capital growth consistent with its 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 an income return, 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 Sustainable Portfolio Income Fund could be for you.


Important material to read before you apply:

Fund Literature (KIID, Prospectus, TMA)

Supplementary Information Document (SID)


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 using the link below:


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


Additional resources:

Fund Prices

Sustainable Fund Range Screening Policy

Portfolio Funds Quarterly Investment Management Report

Sustainable Funds Quarterly Investment Management Report

Portfolio holdings at prior Quarter end