CFP Castlefield Thoughtful UK Smaller Companies Fund

We believe the CFP Castlefield Thoughtful UK Smaller Companies Fund is truly distinctive - some may even say 'unique'. On this page you can find out more about our UK Smaller Companies Fund.

The investment philosophy of the CFP Castlefield Thoughtful UK Smaller Companies Fund is to harness the long term growth potential of UK smaller businesses, following our proprietary B.E.S.T. investment process. Investing in well-managed UK smaller companies that are financially sound, have a distinct competitive advantage and are capable of long term growth, we believe we have developed a truly distinctive fund to harness the growth potential of this asset class.

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 Thoughtful UK Smaller Companies Fund focuses on investing in shares within a portfolio of typically 30 to 50 listed or AIM-quoted UK smaller company shares to achieve capital growth over a period in excess of five years.

To embed proper consideration of environmental, social, transparency and governance factors, holdings are selected using our own B.E.S.T investment methodology and subject to our main Screening Policy. This as part of our investment selection process, to ensure that each investment meets our strict criteria.

The approach of the Thoughtful UK Smaller Companies Fund is firmly rooted in investing for a time horizon of at least five years. It is based on our own analysis of company fundamentals, where we aim to identify those UK Smaller Companies that can increase 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.

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. For this UK Small Cap Fund we also look to invest in companies that can demonstrate a high level of employee engagement and where employees are encouraged to become shareholders.

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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