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

Latest news

Oct 11/10/2023

Castlefield Funds Sustainability Review 2023

The Castlefield Funds Sustainability Review 2023 includes an independent analysis of the ESG performance of our sustainable fund range and includes specific case examples of holdings and our positive investment themes.

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Sep 01/09/2023

Two new senior appointments at Castlefield

We're delighted to welcome James Buckley and Bronwyn Riley to the Castlefield team. James joins as Lead Manager of the CFP Castlefield Sustainable European Fund while Bronwyn joins as Client Manager.

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Aug 07/08/2023

Castlefield In The News - Summer 2023

Castlefield Co-owners are frequently approached to feature within industry publications and the press. Here we summarise some of our recent press coverage from over Summer 2023, with links to the original articles.

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May 04/05/2023

Latest Annual Stewardship Report Published

The Annual Stewardship report 2022 is a comprehensive assessment for the last full calendar year- detailing our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity

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