Our range includes platform models, portfolio funds, single-strategy funds, a discretionary management service and an AIM portfolio service. For the latest factsheets please check out the document library.
Please use the link below to find the latest factsheets for our range of funds, along with our model portfolios.
You'll be taken to our document library, where you can find a host of other brochures, reports and related documents.
View latest factsheetsIn this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®.
At Castlefield, thoughtful investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do.
That’s why we’re known as the Thoughtful Investor ®.
To find out what this means and how you could help your clients become thoughtful investors, visit our dedicated hub.
Thoughtful Investor
With the Castlefield secure portal & app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:
Find out more about the Secure Portal by clicking the link below.
Find out more
Learn more about our range of thoughtful investment funds and access them directly
Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.
History of Ethical InvestingWe're delighted to publish the latest Annual Stewardship Report for 2024.
This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference COP29, the Autumn budget, new sustainable investment and moustaches!
In response to the FCA’s Sustainability Disclosure Requirements (“SDR”), Castlefield will be re-naming its ‘Sustainable’ fund range as ‘Thoughtful’ from 2 December 2024.
Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.
It looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.
