TM Castlefield Thoughtful World Equity Fund

On this page you can find out more about the TM Castlefield Thoughtful World Equity Fund - a distinctive, actively-managed global fund that focuses on thoughtful businesses that align with our ethical values.

The investment philosophy of the TM Castlefield Thoughtful World Equity Fund is to harness the long term growth potential of the best investment opportunities, wherever they are listed in the world, following our proprietary Thoughtful Investor ® approach.

Global portfolio

Directly access investment opportunities wherever they’re listed

Thoughtful Investor Approach

Integrated process considering financial and non-financial factors

Focus on thoughtful businesses

Aligned to our values

James Buckley introduces our Thoughtful World Equity Fund

In this video, lead manager James Buckley introduces the TM Castlefield Thoughtful World Equity Fund.

James explains our integrated Thoughtful Investor approach and what makes the fund attractive to investors.

Click the image to watch now.

The TM Castlefield Thoughtful World Equity Fund is a new global equity fund that has been formed from a combination of the CFP Castlefield Thoughtful European Fund & CFP Castlefield Thoughtful UK Opportunities Fund.

The fund invests in a portfolio of global equities with no geographic restriction - reflecting our aim to directly access investment opportunities wherever they’re listed in the world.

The fund aims to achieve capital growth, net of fees, over the long term. Long term means over rolling five-year periods.

The new fund will continue to invest according to our “Thoughtful Investor®” approach, including use of exclusionary screens and selection of investments according to Sustainability Metrics.

We utilise our Thoughtful Investor Approach to generate our portfolio of best ideas. Only companies that satisfy our strict criteria are considered. We then apply our proprietary B.E.S.T. investment methodology which involves a thorough appraisal of a company’s management, a detailed financial review and an assessment of its market position and the competitive environment.

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.

Meet the fund manager

James Buckley

James is the lead manager of our Thoughtful World Equity Fund. He joined Castlefield in 2023 from Cantor Fitzgerald Ireland, where he was Head of Equity Research, which included responsibility for US equities. Prior to that, James spent almost 15 years managing equity portfolios for Barings.

Find out more about James

We're proud affiliates of a range of worthy organisations

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Find out more about our active stewardship

We take our role as active stewards seriously. Our annual stewardship report demonstrates the importance of 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

We're proud to be an award-winning financial advice and investment business

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Important Information To Read

You can find all relevant fund literature - including Assessment of Value, Factsheet, KIID, Prospectus, Financial Statements, TMA - along with application forms 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.

Proceed

READY TO INVEST?

If you have 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

ADDITIONAL RESOURCES:

Castlefield Funds Quarterly Investment Management Report

Thoughtful Fund Range Screening Policy

TM Castlefield Thoughtful World Equity Fund