About the Fund

The Real Return fund aims to deliver returns to investors in excess of UK inflation over a rolling three-year time horizon. It aims to provide returns broadly consistent with those you’d expect to see from a pool of “real” (inflation protected) assets but with a level of volatility (day to day price swings) more in line with typically less volatile fixed income investments.

In this way, we aim to meet the long-term needs of those investors who’re conscious of the tendency of inflation to erode the value of their capital over time, but who’re also generally unwilling or unable to accept the volatility that traditionally goes hand in hand with investing in the likes of global stockmarkets.

By providing a low-volatility approach as a means of accessing these returns, we’re not only aiming to maximise long-term returns to investors, but we’re also aiming to reduce the risks around picking the precise moment to invest into or withdraw money from a fund.

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Inflation Beating

Preserving capital against the effects of inflation.

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Compounding Returns

Making the most of accumulated gains.

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Low Drawdowns

Reducing downside risk.

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Low Volatility

Providing lower volatility for long-term returns.

The Fund Process

In order to achieve this, the portfolio provides access to a wide range of investment classes including structured products, infrastructure and commodities as well as investments in the fixed income sector, including unrated bonds, floating rate debt and senior loans. In this way, we feel we are able to meet the long term needs of those investors who are conscious of the effects of inflation eroding the value of their investments, but who are generally unwilling or unable to accept the volatility that traditionally goes hand in hand with investing in global equity markets.

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Why the Real Return Fund?

By providing a low-volatility vehicle to access these returns, we are able to maximise long-term returns to investors. We can also substantially reduce the risks around timing an investment into or withdrawal from the fund.

READY TO INVEST?

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY:

Fund Literature (Assessment of Value, ​Factsheet, KIID, Prospectus, Financial Statements, 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:

Fund Prices

Portfolio holdings at prior Quarter end

Mark Elliott, The Fund Manager

I was one of the founding members of the Castlefield investment management business, having previously worked with the rest of the team within the institutional investment and fund management division of private bank, Brown Shipley.

After taking something of a leap into the unknown, the business continues to grow rapidly and in addition to managing segregated accounts for the firm’s discretionary clients, I’m also the long-standing lead manager of the CFP Castlefield Sustainable UK Opportunities Fund and the CFP Castlefield Real Return Fund.

Meet the investment management team

An expert team following a proven, distinctive investment approach combining rigorous bottom-up fundamentals and ESG excellence.



Important Information

Castlefield is the trading name of Castlefield Investment Partners LLP (CIP) and a registered trademark and the property of Castlefield Partners Limited. CIP is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales No. OC302833. Registered Office 8th Floor, 111 Piccadilly, M1 2HY. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association. Opinions constitute our judgement as of this date and are subject to change without warning. The officers and employees of Castlefield Investment Partners LLP may have positions in any securities mentioned herein. This website shall be governed by and construed in accordance with the law of England and Wales and is subject to the exclusive jurisdiction of the English Courts.

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not necessarily a guide to future performance. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. in the case of some investments, you should be aware that there is no recognised market for them, and that it may be therefore be difficult for you to deal in them or for you to obtain reliable information about their value or the extent of the risks to which they are exposed. Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors.

The information on this website is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation.