Castlefield

Website: www.castlefield.com/

Castlefield DFM logo

Introduction

Castlefield is an employee-owned, Manchester-based investment and financial services group, specialising in ethical ESG investing since 2002.  Over more than two decades, we have delivered competitive, values-based returns through an approach which is as rigorous as it is genuine.  Our sustainable range includes single strategy funds (investing in the UK and Europe), platform models, multi asset funds, a discretionary management service and an AIM portfolio service. At Castlefield, responsible investing isn’t simply a product or bolt-on service – it’s everything we do and is integral to everything we stand for. We've carried this belief and these values right through to the way in which we’ve built and run the firm - with our own corporate sustainability very much in mind.  That’s why we're known as the thoughtful investor ®. 

Models

Castlefield was established in 2002 and provides ethical, sustainable, or 'ESG' investing available on AVIVA. Their range of 9 model portfolios was launched in 2012 and as such they have a long history of managing money from an ESG perspective in a variety of market conditions. The Models have three broad investment objectives being Income, Growth, or a balance of the two, all with three choices of risk profile.   

Rebalance schedule

When investment markets dictate usually 3 - 4 times per annum.

Charges

0.1% AMC plus VAT plus underlying fund costs

Contact

John Alexander

Tel: 07887 583204

Legal disclaimer

This publication is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. This content has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice. Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content in this publication prepared or provided by third parties, nor the accuracy and completeness of that content.

Aviva's dedicated site for UK financial advisers only. Not for use with customers, if you're a customer please go to www.aviva.co.uk