Castlefield Investment Screening - a closer look

At Castlefield we want our investors to have confidence that their values are reflected in their investments.

We believe that responsible business practices and sustainable products and services will allow companies to produce better investment returns over the long-term. This video explains the screening of investments within the Sustainable Fund Range to avoid exposure to companies involved in controversial sectors or activities - for example tobacco, high interest lending, oil & gas.

We will not invest in companies that derive more than 10% of revenue or operating profit (whichever percentage is higher) from controversial industries, products and activities contained within the policy-linked below

We also explain a few of the key positive sustainability themes which provide a framework for assessing potential investments.

Castlefield Investment Screening - A closer look