VALUES-BASED INVESTING FROM A VALUES-BASED MANAGER

One thing we share as co-owners of Castlefield is the fundamental belief that we can earn competitive long-term financial returns for our clients, by investing in a values-based way, alongside making a positive difference to the world around us; if you like, the returns we deliver extend well beyond the financial.

Castlefield's Thoughtful Fund Range

Why not take a closer look at our range?

SINGLE STRATEGY FUNDS

PORTFOLIO FUNDS

Over more than two decades of investing, we’ve delivered competitive, values-based returns through an approach which is as rigorous as it is genuine.

What sets our thoughtful approach apart

  • Our approach to ESG is integrated and applied
  • Our well-resourced, experienced team does its own proprietary research
  • Our approach to Voting and Engagement

We also hold ourselves to the same high standards:

  • We structure and run our business in an ethical, values-based way
  • We're members of numerous organisations supporting better business
  • We've been recognised through numerous award wins and accolades over a long period

Featured Stocks

Our featured stock stories demonstrate how our authentic investment approach works in practice.

Learn more about some of the typical holdings in our funds and see some of the common themes our investee companies align to. 

Find out more

Download a copy of the latest Annual Stewardship Report

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

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

Download Annual Stewardship Report