Voting

As investors in many companies, we have the right to vote on strategic issues such as executive pay, director nominations and political donations. We take the time to consider each resolution carefully and aim to vote on all the stocks we hold. In our view, voting is an integral part of being a thoughtful investor.

We’ve taken great care in developing our Corporate Governance and Voting Guidelines. The guidelines help us vote consistently over many hundreds of resolutions. They’re also an example of how we put our clients’ values into practice. For instance, we take a firm stance against companies making political donations and excessive executive pay. In addition, we vote against the re-appointment of auditors and directors if we think that they’re no longer independent.

We also publish our voting record in full here. The record covers all votes for the year to 31 December 2025. 

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

See How We Vote

View our historic Monthly and Annual Voting Records.

View Voting History

Latest news

Oct 05/10/2026
News

Castlefield launches enhanced employee benefits package shaped by employee-owner feedback

Castlefield has launched an enhanced employee value proposition following an engagement survey and feedback programme involving colleagues across the business.

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Sep 23/09/2026
News

Castlefield in the News - Summer 2026

Topics covered in this round-up of recent press coverage include the gender ISA gap, collaborative engagement, excessive executive pay and “sustainable” investment funds continuing to invest in Russia.

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May 07/05/2026
News

Sustainability Report launch for Thoughtful Growth Portfolio Fund

We're delighted to launch the Sustainability Report for our Thoughtful Growth Portfolio Fund, including information about the Fund’s Sustainability Approach and how it performs in relation to Sustainability Metrics.

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Apr 24/04/2026
News

Castlefield in the News- Spring 2026

Some of the topics covered in the Spring 2026 update include upcoming inheritance tax changes, the role of AI in financial advice, building an ethical Isa and Castlefield’s approach to CEO pay.

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