Castlefield Sustainability Review

24 October 2023

As specialists in sustainable investment, we like to be able to substantiate how our funds make a positive difference.

We're pleased to publish the first Castlefield Funds Sustainability Review – providing investors with detailed information on key ESG performance metrics for our sustainable fund range.

Alongside an independent analysis of our sustainable fund range, from leading impact consultants Impact Cubed (comparing funds against their respective peers), the report details the net-zero commitments for portfolio holdings – which has been a key focus of the team's engagement over recent months.

The report also includes a breakdown of the positive theme allocation for each fund with specific case examples of typical holdings, showcasing how our positive themes and authentic investment approach work in practice.

Compared to mainstream benchmarks, the report shows that funds within the Castlefield Sustainable Fund Range have lower environmental impacts and lower exposure to industries that are socially and environmentally damaging (i.e. tobacco, gambling, mining).

Additionally, Castlefield's sustainable funds have a higher proportion of assets invested in sustainable industries than their respective peers (i.e. renewable energy, education).

In the interests of transparency, the report highlights areas of outperformance and underperformance.

You can download a copy of the review here:

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