Castlefield B.E.S.T. Sust Inc Instl

Fund
This fund can be held in

Fund Info

  • Yield History4.49%
  • 3 Year sharpe0.26
  • 3 Year alpha-2.08
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.23%
  • SectorUK Equity Income
  • Manager GroupCastlefield
  • DomicileUnited Kingdom
  • ISINGB00B13NPH48

Investment Strategy

The investment objective of the Fund is predominantly to generate a relatively high level of current income, together with income growth and some capital growth over the long term. This is to be achieved by investing principally in a portfolio of UK equities, although money market instruments, collective investment schemes, deposits, warrants, derivatives (for hedging purposes) and other permitted investments and transactions may also be invested in. In seeking to achieve the stated investment objective, consideration will be given not only to traditional business and financial criteria, but also to environmental, ethical, social, governance and other similar issues. This is reflected in the name of the Fund where "B.E.S.T." is intended to indicate the investment criteria that will be applied to the Fund: Business, Environmental/ethical, Social/governance and Transparency.

Latest news

Currently there for this fund. Visit our news hub for other news .