CFP SDL UK Buffettology Fund

Select share classes

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
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Risk measurement

Higher risk
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  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Sep 2020

1 year3 years
9.4612.51
0.800.80
0.881.36
82.6674.07
0.090.44
28.5618.58
13.5410.31

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.