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 - Responsible Investment Policy

Castlefield - Engagement Policy and Annual Disclosure

Download the latest Annual Stewardship Report

Please download the latest Annual Stewardship Report using the link below.

This includes details of our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.

Download Annual Stewardship Report

Latest news

Mar 08/03/2024

Castlefield funds launch on ethical investment platform The Big Exchange

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Mar 01/03/2024

Castlefield awarded CISI Chartered Firm Status

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Feb 09/02/2024

Encouraging environmental impact data through the CDP non-disclosure campaign

Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.

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Dec 20/12/2023

Castlefield In The News - Winter 2023

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.

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