See how our investment process works in practice

At Castlefield, our purpose of "gathering assets to do good" is present throughout the process when making investment decisions for our Thoughtful Fund range. That's because we believe responsible business practices, products and services, will allow companies to produce better investment returns over the long term.

There are some common themes which help to categorise our investments to show how that works across the funds. 

We've recently updated these and included a few more featured holdings, to show how this works in practice. 

For more case examples of how our thoughtful investment process works in practice, please download the latest Annual Stewardship Report using the link below.

The report also includes details of our Thoughtful Investment Approach, ESG Reporting, Stewardship, Engagement, Case Studies and Voting Activity.