The objective of the Castlefield Thoughtful Cautious Portfolio Fund is to deliver a total return, through income and capital growth, consistent with a cautious risk profile over rolling five-year periods.
Investments are selected using Castlefield’s Thoughtful Investor® approach
Diversified portfolio of multiple asset classes
Consideration of non-financial factors alongside financial analysis
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 20% and 60% to UK and global shares and between 30% and 50% to fixed interest securities.
Other complementary investments are also made, such as commercial property and more specialist funds. The Castlefield Thoughtful Cautious Portfolio 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.
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.
View the latest Fund Factsheet and the Consumer Facing Document for our funds by visiting our document library
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
The Castlefield Direct self-direct service is currently undergoing maintenance, so please contact 0345 1136 965 for any enquiries about your account
You can find all relevant fund literature - including the Assessment of Value, Key Investor Information Document (KIID), Prospectus and Supplementary Information Document (SID) at the Tutman website (opens in new tab).
From 4th August 2025 Thesis Unit Trust Management Limited (TUTMAN) acts as the Authorised Corporate Director (ACD) of the Castlefield fund range and is legally responsible for the day-to-day running of the funds.
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