Are you looking to invest your clients’ assets in a truly responsible and sustainable way, without wanting to sacrifice long term investment performance?

Our sustainable range includes platform models, portfolio funds, single-strategy funds, a discretionary management service and an AIM portfolio service. For the latest factsheets please check out the document library.

We're proud to be an award-winning financial advice and investment business

Looking for the latest factsheets?

Please use the link below to find the latest factsheets for our range of sustainable funds, along with our nine model portfolios.

You'll be taken to our document library, where you can find a host of other brochures, reports and related documents. 

View latest factsheets

We're proud affiliates of a range of worthy organisations

Growth Blk

Investing sustainably for over two decades

Structure Blk

Genuinely rigorous and authentic ESG approach

Expert Team Black

A committed team of over 50 co-owners

History of Ethical Investing

Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.

History of Ethical Investing

Insights, news and reports

Feb 09/02/2024
News

Encouraging environmental impact data through the CDP non-disclosure campaign

Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.

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Dec 20/12/2023
News

Castlefield In The News - Winter 2023

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.

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Nov 30/11/2023
News

Castlefield becomes founding member of AdviserAction

Castlefield has become a founding member of AdviserAction - a group of advice firms looking to influence the sustainable policies of investee companies.

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Oct 11/10/2023
News

Castlefield Funds Sustainability Review 2023

The Castlefield Funds Sustainability Review 2023 includes an independent analysis of the ESG performance of our sustainable fund range and includes specific case examples of holdings and our positive investment themes.

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