TM Castlefield Thoughtful UK Smaller Companies Fund G Income

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£6.0331

arrow-up£0.051 (+0.85%)

Fund Code

CCUGI

B1XQNH9

GB00B1XQNH95

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The investment objective of the Fund is to achieve long term capital growth, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is a part. The Fund will invest at least 80% in a portfolio of smaller companies that are domiciled, incorporated or have a significant portion of their business in the UK and which the Investment Adviser considers to offer opportunities for capital growth, selected in accordance with the Investment Adviser’s “thoughtful investor” approach.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Castlefield Investment Partners LLP

Fund launch date

01 Jun 2007

Domicile

United Kingdom

UCITS

Yes

Fund manager

David Elton

Manager start date

01 Sep 2017

Fund manager biography

David joined Castlefield after graduating with a first-class Accounting & Finance degree in 2011. As part of his degree, he undertook a year long research role for a hedge fund. Now, in addition to his broader portfolio management and research responsibilities, David’s role at Castlefield specifically includes lead managing the CFP Castlefield B.E.S.T Sustainable UK Smaller Companies Fund and AIM IHT portfolios. David is a charter holder (Chartered Financial Analyst) of the CFA Institute, a holder of the CFA UK Investment Management Certificate and CISI Investment Advice Diploma.

Head office

111 Piccadilly, Manchester, England, M1 2HY

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Manchester

United Kingdom

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