Considering positive investment themes when making investment decisions for our Thoughtful Fund range is important at Castlefield. We believe responsible business practices, products and services, will allow companies to produce better investment returns over the long term.
Our positive themes provide a framework for assessing the positive credentials of any individual investment.
We've recently updated these and included a few more featured holdings, to show how this works in practice.
Positive Investment Themes
Below are a few example holdings to demonstrate how these positive themes works in practice. You can filter the results to see which theme investments contribute to and click through for more information on the stock.
NB: while our Real Return fund follows the B.E.S.T. investment process, it is not included within our Thoughtful Fund Range.
Download a copy of the latest Annual Stewardship Report
For more case examples of how our positive themes work in practice, please download the latest Annual Stewardship Report using the link below.
The report also includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
Download Annual Stewardship ReportWe're proud affiliates of a range of worthy organisations
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