CFP Castlefield Sustainable UK Opportunities Fund
The CFP Castlefield Sustainable UK Opportunities Fund is an unconstrained, UK equity focused investment vehicle – often forming the core of client portfolios invested across of a broader range of assets. The fund’s approach is firmly rooted in our own analysis of company fundamentals, where we aim to identify those firms that can grow their earnings, either by accessing a growing niche within a wider industry, having access to superior pricing from technological or market dynamics or owning assets which we feel are fundamentally undervalued. By drawing on our own in-house research we are able to provide an unbiased view of investment opportunities and build a portfolio accordingly.
The fund typically comprises 35-45 holdings, run using a conviction style investment. In other words, we commit to our investments rather than tracking an index and have a low turnover of holdings, recognising that excessive trading is often to the detriment of performance. The fund has a multi-market capitalisation remit extending from large-cap down to small-cap and AIM stocks. Furthermore, we are 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 are able to maximise our efforts for investors.
Important material to read before you apply:
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.DIRECT
YOU’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.com
YOU’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.