Guide to investing with Castlefield

This page provides a guide for thoughtful investors looking to invest within the Castlefield fund range.

If you're looking for a simple and cost-effective way to invest sustainably for you, or your children's financial future (and you would like to manage the investments yourself), please consider the following options. 

Ways to invest with Castlefield

Expert Team

Via a financial adviser

Structure Blk

Via an investment platform

(such as Hargreaves Lansdown, interactive investor, AJ Bell etc.)

Growth Blk

Selecting investment funds yourself directly

Individual Savings Account (ISA)

This is a straightforward stocks and shares ISA that allows you to access the Castlefield fund range in a tax-efficient way.

With a Castlefield ISA you can:

  • Invest up to £20,000 in the 2022/2023 tax year
  • Select from a range of funds, managed by our award-winning team
  • Invest sustainably and use your money to make a positive difference
  • Pay no income tax or capital gains tax on any potential returns
  • Withdraw money from your ISA at any time

General Investment Account (GIA)

If you have used your ISA allowance, a Castlefield GIA enables you to continue to invest using our range of investment funds. What's more, there is no maximum limit on the amount of money that you can invest in a GIA, and there is no age limit on how long you can continue to invest your money.

With a Castlefield GIA you can:

  • Invest outside of the ISA wrapper, with no limits on how much you can save
  • Invest sustainably and use your money to make a positive difference
  • Select from six Castlefield funds, managed by our award-winning team

Junior Individual Savings Account (JISA)

A Castlefield JISA enables you to help children understand how to use their savings and get them off to a strong start financially, providing tax-free savings each tax year.

With a Castlefield JISA you can:

  • Save for children without affecting your own ISA allowance
  • Invest up to £9,000 per child in the 2022/23 tax year.
  • Invest sustainably and use your child's money to make a positive difference
  • Pay no income tax or capital gains tax on investment returns
  • Lock away investments until the child turns 18

The JISA is opened and managed by a ‘registered contact’ (usually a parent or guardian) until the child reaches the age of 18, at which point it converts into an adult ISA. It is possible to transfer the JISA to another provider.

A few considerations when opening a Castlefield account

Why invest with Castlefield

Recycle Blk

Investing sustainably for the long-term

Align Black

Committed team of over 50 Co-owners

Lightbulb Blk

Genuinely authentic approach to sustainable investing

Find out more about the funds you can invest in

Why not take a closer look at our range of investment funds and portfolio funds?

Getting Started

This short video explains how to get started and set up an account with Castlefield Direct, along with how to access your Castlefield account if you haven't viewed your investments online before. 

Play Video

Understanding risk

Investing involves committing money to some form of investment vehicle in the hope of making a financial capital gain – typically by way of regular income, capital appreciation or a combination of the two. Investing is different from saving because it almost always involves a greater level of risk and there is no guarantee that you will get your money back in full or precisely when you need it.

How to invest ethically

If you want to choose ethical investing funds, the sustainable range from Castlefield includes a mix of focused single strategy equity funds, alongside a ready-made portfolio of investments selected by the Castlefield investment team. These portfolio funds comprise of a range of different investments across a number of different asset classes, and offer easy access to the best of what we offer - still following our BEST sustainable investment framework.


At Castlefield we try hard to dispel as much jargon and as many acronyms as possible.

We've put together a handy glossary with a guide to some of the most commonly used investment and financial industry terms.



























Frequently Asked Questions