Stewardship and our Regulatory Requirements

The Castlefield Stewardship Policy (linked to below) sets out Castlefield Investment Partners LLP's (“Castlefield's”) commitment to the principles of the Financial Reporting Council's (“FRC's”) UK Stewardship Code (the ”Code”) and also constitutes the disclosure of that commitment required under the rules of the Shareholder Rights Directive (SRD II) and the Financial Conduct Authority (Conduct of Business Rule 2.2.3).

Castlefield acts as an investment adviser to a number of collective investment schemes and also separately maintains a number of direct segregated client relationships where it acts as a discretionary investment manager. In each of these cases Castlefield recognises its stewardship responsibilities as an asset manager and its compliance with the Code is set out below.

Although the Code has been drafted with UK equity investments in mind, Castlefield manages investments across a range of asset classes and will also extend the same philosophy to those investments as well.

Castlefield - The Thoughtful Investor Approach

Castlefield - Engagement Policy and Annual Disclosure

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.

Castlefield Annual Stewardship Report 2024

Latest news

Oct 02/10/2025
News

SBTi Consultation Response

As part of our ongoing commitment to climate action, we contributed to the Science Based Targets initiative (SBTi) consultation on Version 2 of the Corporate Net-Zero Standard.

Read more
 
Sep 24/09/2025
News

Castlefield celebrates ongoing commitment to gender equality in finance

Castlefield celebrates its approach to gender equality by meeting its target of 50/50 female representation in senior roles for 8th consecutive year, as part of its commitment to the Women in Finance Charter.

Read more
 
Aug 04/08/2025
News

Castlefield announces launch of Thoughtful World Equity Fund

Castlefield announces the launch of a new Global strategy - the TM Castlefield Thoughtful World Equity fund

Read more
 
Apr 30/04/2025
News

Launch of 2024 Annual Stewardship Report

We're delighted to publish the latest Annual Stewardship Report for 2024.

Read more