CFP Castlefield Thoughtful Portfolio Income Fund

This CFP Castlefield Thoughtful Portfolio Income Fund aims primarily to provide income to investors, with a target minimum income return of 3% per annum, together with capital growth consistent with this primary objective, with a time horizon of at least five years.

To achieve this objective, we expect to invest at least 50% in other collective investment funds - some managed by ourselves and some managed by other highly regarded investment houses we in turn carefully select.

Diversified portfolio

Diversified portfolio of multiple asset classes

Integrated investment process

Consideration of non-financial factors alongside financial analysis

Focus on thoughtful businesses

Aligned to our values

Being a portfolio fund, the range of investments from which the team will choose is deliberately wide and is expected to include underlying exposure of between 20% and 60% to UK and global shares and between 30% and 50% to fixed interest securities.

Other complementary investments are also made, such as commercial property and more specialist funds. The CFP Castlefield Thoughtful Portfolio Income Fund may also invest directly in underlying shares and other investments; all with the aim of offering an efficient and effective balance between risk, potential return and total cost.

Research has shown that the biggest factor in achieving good long-term returns is the effective management of a portfolio’s exposure to broad categories of investment (like shares on the one hand or fixed interest securities on the other). This is in contrast to the importance to long term returns of choosing to invest in any one individual share or security instead of another.

As such, a portfolio fund aims to offer an effective means of accessing actively managed, multi-faceted portfolio management, all in one place. In effect, beyond your initial decision to invest in the portfolio fund, all of the subsequent difficult choices are taken care of. Not only that but, unlike other portfolio funds, the CFP Castlefield Thoughtful Portfolio Income Fund combines our proprietary B.E.S.T responsible investment approach with a focus on funds and other investments with a similar ‘thoughtful’ theme.

The B.E.S.T approach is a proprietary investment selection system used by the CFP Castlefield Thoughtful Portfolio Income Fund to assess the merits of competing investment choices. The system incorporates four main criteria to assess both financial and non-financial attributes, which we believe will affect long-term investor returns. These are:

B - Business & Financial

E - Environmental & Ecological

S - Positive Social Influence

T - Transparency & Governance

If you wish to invest for the long term with a focus on income, are happy to trust a professional team to look after your money and recognise the benefits of investing in a thoughtful way, then the CFP Castlefield Thoughtful Portfolio Income Fund could be for you.

READY TO INVEST?

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY:

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

Supplementary Information Document (SID)

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

Castlefield Thoughtful Fund Range Screening Policy

Portfolio Funds Quarterly Investment Management Report

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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