10 years of the Castlefield Model Portfolios

As well as Castlefield’s 20th anniversary, this year marks the 10th anniversary of the launch of the Castlefield model portfolios. 

The Castlefield model portfolios are a form of discretionary investment management which can be accessed by clients with financial advisers through third-party investment platforms. There are nine portfolios in total, each with a unique blend of assets to fit a specific risk and objective profile.  

They are managed by our investment management team and made up of a range of ethically screened collective investments managed by Castlefield and other leading fund managers. Investors in the portfolios benefit from active management and Castlefield’s unique approach to values-led investing. 

We’re delighted to share with our clients that we have reduced the annual portfolio management charge for the model portfolios from 0.35% to 0.10% – a reduction of over 70%.