In addition to our thoughtful funds, we have the CFP Castlefield Real Return Fund.
This fund aims to deliver returns to investors in excess of UK inflation over a rolling three-year time horizon.
It aims to provide returns broadly consistent with those you’d expect to see from a pool of “real” (inflation protected) assets but with a level of volatility (day to day price swings) more in line with typically less volatile fixed income investments.
In this way, we aim to meet the long-term needs of those investors who’re conscious of the tendency of inflation to erode the value of their capital over time, but who’re also generally unwilling or unable to accept the volatility that traditionally goes hand in hand with investing in the likes of global stockmarkets.
By providing a low-volatility approach as a means of accessing these returns, we’re not only aiming to maximise long-term returns to investors, but we’re also aiming to reduce the risks around picking the precise moment to invest into or withdraw money from a fund.
While the CFP Castlefield Real Return Fund isn't classed as one of our 'Thoughtful' funds as such, it still follows the B.E.S.T. investment process.
Find out more about the fund here.
