Voting

As investors in many companies, we have the right to vote on strategic issues such as executive pay, director nominations and political donations. We take the time to consider each resolution carefully and aim to vote on all the stocks we hold. In our view, voting is an integral part of being a thoughtful investor.

We’ve taken great care in developing our Corporate Governance and Voting Guidelines. The guidelines help us vote consistently over many hundreds of resolutions. They’re also an example of how we put our clients’ values into practice. For instance, we take a firm stance against companies making political donations and excessive executive pay. In addition, we vote against the re-appointment of auditors and directors if we think that they’re no longer independent.

We also publish our voting record in full, here. The record covers all votes for the year to 31 December 2023. 

Download a copy of the latest Annual Stewardship Report

Please download the latest Annual Stewardship Report using the link below.

This includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.

Download Annual Stewardship Report

See How We Vote

View our historic Monthly and Annual Voting Records.

View Voting History

Latest news

Jan 13/01/2025
News

Castlefield in the news - Winter 2024

This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference COP29, the Autumn budget, new sustainable investment and moustaches!

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Dec 02/12/2024
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Castlefield renames fund range adopting Thoughtful title

In response to the FCA’s Sustainability Disclosure Requirements (“SDR”), Castlefield will be re-naming its ‘Sustainable’ fund range as ‘Thoughtful’ from 2 December 2024.

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Oct 14/10/2024
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Castlefield joins Employee Race to Zero challenge

Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.

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Sep 25/09/2024
News

Castlefield in the news - Summer 2024

This ‘In the news’ feature provides a summary of the recent press coverage, interviews and opinion pieces that Castlefield co-owners have featured in over the summer.

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