CFP SDL UK Buffettology Fund

Select share classes

Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation

Category UK Small-Cap Equity


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

£1.2604

arrow-down£-0.006 (-0.43%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 25 Sep 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerKeith Ashworth-Lord
1.45
0.93
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
0.00
1.19
0.22
0.00
UK Small-Cap Equity
No
Fund providerCastlefield Fund Partners Limited
Share class launch date18 Sep 2017
£1.36b
Distribution yield (%)0.00
Historic yield (%)1.00
Underlying yield (%)0.00
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.