Financial Statements

2019

Castlefield Funds Report & Accounts (Annual)

Castlefield Funds Umbrella OEIC Report & Accounts (Annual)

Castlefield Portfolio Funds Report & Accounts (Interim)

SDL Asset Management Funds Report & Accounts (Annual)

 

2018

Castlefield Funds Report & Accounts (Annual)

Castlefield Funds Report & Accounts (Interim)

Castlefield Funds Umbrella OEIC Report & Accounts (Annual)

Castlefield Funds Umbrella OEIC Report & Accounts (Interim)

Castlefield Portfolio Funds Report & Accounts (Annual)

SDL Asset Management Funds Report & Accounts (Annual)

SDL Asset Management Funds Report & Accounts (Interim)

 

2017

Castlefield Funds Report & Accounts (Annual)

Castlefield Funds Report & Accounts (Interim)

Castlefield Funds Umbrella OEIC Report & Accounts (Interim)

Castlefield Funds Umbrella OEIC Report & Accounts (Annual)

SDL Asset Management Funds Report & Accounts Final (Interim)

SDL Asset Management Funds Report & Accounts Final (Annual)

 

2016

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2015

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2014

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2013 

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2012

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2011

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2010

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2009

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2008

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

2007

Castlefield Fund Report & Accounts (Interim)

Castlefield Fund Report & Accounts (Annual)

 

Winners and Spinners Report 2017

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.

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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

    View resource