Investment Funds

Castlefield acts as the investment adviser to a range of collective investment funds, constituted as sub-funds of umbrella open-ended investment companies, known as OEICs.

Each sub-fund is configured to deliver a specific investment objective, generating the desired outcome in accordance with the detailed terms of its own prospectus.

CFP Castlefield B.E.S.T Sustainable Funds

CFP Castlefield Real Return Fund

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How can we help?

Please note that we generally offer best value to those looking for an integrated financial planning and investment management service with at least £500,000 to commit, but don’t be put off if you currently have less. We can offer guidance on a wide range of investment options from as little as £50 per month. What’s key is that all our clients and investors would like their money to do good.

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