THE B.E.S.T SUSTAINABLE PORTFOLIO FUND

 

The B.E.S.T Sustainable Portfolio Fund makes investment simple. Rather than the choice of any one individual share or security, a portfolio fund offers you an effective means of accessing actively managed, multi-faceted portfolio management in one place. In effect, beyond your initial decision to invest in the fund, all of the subsequent difficult choices are taken care of. In addition, unlike other portfolio funds, the Castlefield B.E.S.T Sustainable Portfolio Fund combines both our proprietary ‘B.E.S.T’ responsible investment approach and focuses on funds and other investments with a ‘sustainability’ theme.

 

Learn more about the fund

THE B.E.S.T METHODOLOGY

 

How do we choose our investments? Find out more about the B.E.S.T Approach, a proprietary investment selection system.

 

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    14th November 2018

    Q3 2018 Stewardship Report

    One of the key parts of our investment process is the focus on implementing our agreed voting policy, engaging with companies where we have concerns or disagreements over either the resolutions presented to shareholders or potential risks in their business...

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    24th October 2018

    Castlefield External Advisory Committee

    Last month, Castlefield hosted the first meeting of our External Advisory Committee in Manchester. The committee is designed to help inform our approach and provide impartial oversight on how we incorporate environmental, social and governance issues (ESG) into our investment...

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  •  

    1st October 2018

    The European Journey to 100% Coverage

    The Castlefield B.E.S.T Sustainable European Fund was launched for fund manager, Rory Hammerson, in November 2017 and we are immensely proud to say we have reached 100% engagement coverage of our portfolio companies in the 11 months since launch. We...

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THE B.E.S.T SUSTAINABLE PORTFOLIO FUND

THE THOUGHTFUL INVESTOR

Copyright © 2017 Castlefield. All rights reserved. Castlefield is a trading name, registered trade mark and the property of Castlefield Partners Limited. Registered in England and Wales No. 06942320. Registered Office, 111 Piccadilly, Manchester, M1 2HY, United Kingdom. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association.

THE B.E.S.T SUSTAINABLE PORTFOLIO FUND

THE THOUGHTFUL INVESTOR

  •  

    24th October 2018

    Castlefield External Advisory Committee

    Last month, Castlefield hosted the first meeting of our External Advisory Committee in Manchester. The committee is designed to help inform our approach and provide impartial oversight on how we incorporate environmental, social and governance issues (ESG) into our investment...

    Read More