We’re delighted to present our latest Annual Stewardship Report for 2024.

Our latest Annual Stewardship report is a comprehensive assessment for the last full calendar year (2024) and details Castlefield's Thoughtful Investment approach and an performance assessment of our Thoughtful fund range, along with details of collaborative projects, voting and broad range of engagement case studies during the prior twelve months.

We hope the report provides an insight into how important we consider stewardship and engagement to be, and demonstrates that it is an integral part of our approach.

Please see the report below

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.

Castlefield Annual Stewardship Report 2024

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Find out more about the ways an ethical adviser at Castlefield can help you in our Value of Advice brochure.

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Stewardship at a Glance

If you'd like a snapshot of what to expect from within the main Annual Stewardship Report, our "Stewardship at a Glance" document provides some of the key points.

Here, you'll find a short summary with direct links to case studies and articles within the main document, so you can quickly find out more.  

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UK Stewardship Code

This year’s report closely follows the Financial Reporting Council’s UK Stewardship Code reporting requirements. It covers a broad range of subjects and is primarily designed to outline our approach to ethical - or as we call it "thoughtful" - investment.

We are proud members of the UK Stewardship Code - recognised globally as a best practice benchmark in investment stewardship.

The UK Stewardship Code sets high stewardship standards and is built around 12 principles of effective stewardship. It was updated in 2021 with a greater emphasis placed on transparency standards around stewardship activities than the 2012 code it replaced. 

Investing thoughtfully for the long term

As long-term investors, we take our stewardship role seriously and appreciate we have a duty to represent our clients values as we build relationships with company management and investor relation teams.

These actions can have significant influence and help to build support for the adoption of best practice across the market over time. A number of case examples from investee firms have been included within this year's report to showcase these in practice.

We hope this report demonstrates the importance of stewardship and engagement throughout Castlefield, and goes someway to explain why we're known as The Thoughtful Investor ®.