CFP Castlefield Sustainable UK Smaller Companies Fund

The investment philosophy of the CFP Castlefield Sustainable UK Smaller Companies Fund is to  harness the long term growth potential of sustainable UK smaller businesses, by investing in well-managed UK smaller companies that are financially sound, have a distinct and sustainable competitive advantage and are capable of long term growth.

The fund focuses on investing in shares within a portfolio of typically 30 to 50 listed or AIM-quoted UK smaller company shares to achieve capital growth over a period in excess of five years.

To embed proper consideration of environmental, social and governance (ESG) factors, holdings are selected using our own B.E.S.T investment methodology and subject to our main Screening Policy. This as part of our investment selection process, to ensure that each investment is sustainable.

Intro to the UK Smaller Companies Fund

Fund Manager David Elton introduces the CFP Castlefield Sustainable UK Smaller Companies Fund

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The fund’s approach is firmly rooted in investing for at least five years and based on our own analysis of company fundamentals, where we aim to identify those firms that can grow their profits - either by accessing a growing niche within a wider industry, having access to superior pricing from technological or market dynamics or by owning assets which we feel are fundamentally undervalued.

The investment process involves a thorough appraisal of a company’s management, a detailed financial review and an assessment of its market position and the competitive environment. We also look to invest in companies that can demonstrate a high level of employee engagement and where employees are encouraged to become shareholders.

Positive Investment Themes to make a difference

Our stock stories demonstrate how our authentic sustainable approach works in practice.

Learn more about some of the typical holdings in our funds and see which of our sustainable themes investments contribute to. 

Find out more

Meet the investment management team

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



READY TO INVEST?

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY:

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

Sustainable Fund Range Screening Policy

Sustainable Funds Quarterly Investment Management Report

Portfolio holdings at prior Quarter end