CFP SDL UK Buffettology Fund

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Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation

Category UK Small-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.3355

arrow-up£0.001 (+0.05%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 19 Oct 2020
|
Prices in GBP

Investment objective
The investment objective of the Fund is to seek to achieve an annual compounding rate of return over the long term which is superior to the performance of the UK stock market. The Fund will invest principally in a portfolio of UK equities, and may also invest in other transferable securities, money market instruments, units and/or shares in other collective investment schemes, deposits, warrants, cash and near cash. The Investment Adviser will adopt a focused approach to investing in shares of those companies which it believes have strong operating franchises and experienced management teams and whose shares are undervalued and offer the potential for improved economic growth. The Fund may also invest in derivatives and forward transactions (for hedging purposes). The Fund may borrow and may enter into stocklending and underwriting transactions in accordance with COLL.

Company name
Castlefield Fund Partners Limited
Fund launch date
18 Mar 2014
Domicile
United Kingdom
UCITS
Yes
Fund manager
Keith Ashworth-Lord
Manager start date
28 Mar 2011
Fund manager biography
Keith is a graduate of the Natural Sciences with a Master's Degree in Management Studies from Imperial College, London. His career spans over thirty years in equity capital markets, working in company investment analysis, corporate finance and fund management. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals. In recent years, he had won four stock picking awards conferred by Thomson-Reuters StarMine.
Head office
9th Floor 111 Piccadilly Manchester M1 2HY
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Manchester
United Kingdom
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