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 video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals.
He also explains the core values, present throughout Castlefield, and why we're known as 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
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 InvestingCastlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.
This ‘In the news’ feature provides a summary of the recent press coverage, interviews and opinion pieces that Castlefield co-owners have featured in over the summer.
We recently submitted a short response to the FCA’s consultation on extending the SDR scheme to portfolio management. Here we publish our full response for transparency.
Castlefield has pledged support to the Financial Vulnerability Taskforce Charter to promote greater understanding in respect of consumer vulnerability.
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