CFP Castlefield Thoughtful European Fund

The Castlefield Thoughtful European Fund aims to grow the value of your money by investing at least 80% of its value in the shares of European companies, whose underlying future profit potential is not yet understood by the market.

This creates an opportunity, or as we call it, a valuation anomaly. These anomalies can be captured individually through an investment horizon of at least three to five years, making the fund itself best suited if you have a personal investment horizon of at least five years. This approach means the trading costs or portfolio turnover will be lower than average.

High conviction portfolio

Concentrated portfolio of best ideas

Integrated investment process

Consideration of non-financial ESG factors alongside financial analysis

Focus on thoughtful businesses

Aligned to our values

The Castlefield Thoughtful European Fund invests across countries, sectors and market capitalisation in search of the best ideas across the European continent.

As with all of our single-strategy and portfolio funds, the investment process caters for thoughtful investors who wish to incorporate Environmental, Social and Governance (ESG) issues when making investment decisions.

Using the B.E.S.T investment process, our European Fund considers a wide variety of criteria to determine the companies eligible for investment; the approach is explained as follows:

B – Business and Financial

E – Environmental and Ecological

S – Social

T – Transparency and Governance

We believe that looking at these factors can give a better perspective on the company’s strategy and therefore its ability to deliver rewards for shareholders via both capital appreciation and dividend income.

Companies recommended for the Castlefield Thoughtful European Fund are assessed across a wide variety of environmental, social and governance factors. We also apply our own exclusion criteria where we wish to avoid exposure, in accordance with our screening policy.

As well as these exclusionary filters, the Castlefield Thoughtful European Fund seeks to favour positive business practices by investing in companies that benefit the environment and wider society. We feel that this blend of positive and negative criteria is essential and allows us to capture the key concerns of investors.

At Castlefield, we take our role as shareholders very seriously and realise the importance of effective stewardship in encouraging good corporate practices. This means that we will exercise our voting rights wherever possible and seek to engage with companies to advocate suitable policies. We believe that good corporate governance at investee companies will be of long-term benefit to the value of our investments.

In summary, the Castlefield Thoughtful European Fund's objective is the long-term generation of shareholder return through a concentrated portfolio of high conviction ideas from European countries, which demonstrate strong ESG practices.

READY TO INVEST?

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY:

Fund Literature (Assessment of Value, KIID, Prospectus, Financial Statements, SID, TMA)

If you’ve read all of the important material listed above and want to make an investment, you can do that on-line, right now, by visiting Castlefield.direct using the link below:

Castlefield.direct

If you’d prefer a more traditional way to invest, the option exists to complete an application form. Please see the link below.

APPLICATION FORMS:

Available on conbriofunds.com

ADDITIONAL RESOURCES:

SDR Consumer Facing Document

Fund Prices

Fund Range Screening Policy

Castlefield Funds Quarterly Investment Management Report

Portfolio Holdings

Ready to invest or want more info on this fund?

Selecting ‘proceed’ opens a new tab to the ConBrio Funds website - where you’ll find all the relevant fund literature and how to invest in Castlefield Funds.

ConBrio Fund Partners Limited acts as the Authorised Corporate Director (ACD) of the Castlefield fund range. The ACD is legally responsible for the day-to-day running of the funds.

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