CFP Castlefield Thoughtful Portfolio Growth Fund

This CFP Castlefield Thoughtful Portfolio Growth Fund aims primarily to achieve capital growth and also to provide some income consistent with this primary objective. It’s aimed at investors who are comfortable with an investment time horizon of at least five years. To achieve this objective, we expect to invest at least 50% in other collective investment funds - some managed by ourselves and some managed by other highly regarded investment houses we in turn carefully select.

Diversified portfolio

Diversified portfolio of multiple asset classes

Integrated investment process

Consideration of non-financial factors alongside financial analysis

Focus on thoughtful businesses

Aligned to our values

Being a portfolio fund, the range of investments from which the team will choose is deliberately wide and is expected to include underlying exposure of between 45% and 80% to UK and global shares and between 5% and 25% to fixed interest securities.

Other complementary investments are also made, such as commercial property and more specialist funds. The CFP Castlefield Thoughtful Portfolio Growth Fund may also invest directly in underlying shares and other investments; all with the aim of offering an efficient and effective balance between risk, potential return and total cost.

Research has shown that the biggest factor in achieving good long-term returns is the effective management of a portfolio’s exposure to broad categories of investment (like shares on the one hand or fixed interest securities on the other). This is in contrast to the importance to long term returns of choosing to invest in any one individual share or security instead of another.

As such, a portfolio fund aims to offer an effective means of accessing actively managed, multi-faceted portfolio management, all in one place. In effect, beyond your initial decision to invest in the portfolio fund, all of the subsequent difficult choices are taken care of. Not only that but, unlike other portfolio funds, the CFP Castlefield Thoughtful Portfolio Growth Fund combines our proprietary Thoughtful Investor ® approach with a focus on funds and other investments with a similar ‘thoughtful’ theme.

The B.E.S.T approach is a proprietary investment selection system to assess the merits of competing investment choices. The system incorporates four main criteria to assess both financial and non-financial attributes, which we believe will affect long-term investor returns. These are:

B - Business & Financial

E - Environmental & Ecological

S - Positive Social Influence

T - Transparency & Governance

Thoughtful Investor ® Approach

Our proprietary Thoughtful Investor® Approach is an integrated investment process considering financial and non-financial factors.

Castlefield Founder John Eckersley explains how our ethical approach integrates three important elements to meet the needs and values of our clients.

Click the image to watch now.

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.

Download Latest Annual Stewardship Report

READY TO INVEST?

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY:

Fund Literature (Assessment of Value, KIID, Prospectus, Financial Statements, TMA)

Supplementary Information Document (SID)

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:

SDR Consumer Facing Document

Castlefield Thoughtful Fund Range Screening Policy

Portfolio Funds Quarterly Investment Management Report

Portfolio Holdings

Ready to invest or want more info on this fund?

Selecting ‘proceed’ opens a new tab to the ConBrio Funds website - where you’ll find all the relevant fund literature and how to invest in Castlefield Funds.

ConBrio Fund Partners Limited acts as the Authorised Corporate Director (ACD) of the Castlefield fund range. The ACD is legally responsible for the day-to-day running of the funds.

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