CFP SDL Free Spirit General (Inc)

CFP SDL Free Spirit General (Inc)
Castlefield Fund Partners Limited
Open Ended Investment Company
UK All Companies
1.46 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.5 %
UK CPI + 2%
The investment objective of the Fund is to seek to achieve real growth in capital and income over the long term. The Fund will invest mainly in a portfolio of UK equities listed on the LSE or quoted on AIM/ISDX 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. Real growth means growth in excess of inflation, defined as the UK Consumer Price Index (CPI) +2% per annum on average and long term means over a minimum investment horizon of five years. It is likely that the portfolio will contain between 25 and 40 holdings when fully invested.
Holding %
EKF Diagnostics Holdings PLC 6.63 %
RELX PLC 4.39 %
Games Workshop Group PLC 4.27 %
Diploma PLC 4.22 %
Unilever PLC 4.19 %
Tristel PLC 4.11 %
Tatton Asset Management PLC 4.08 %
CLS Holdings PLC 3.99 %
Avon Rubber PLC 3.97 %
Bloomsbury Publishing PLC 3.89 %
Region %
United Kingdom 100.00 %
Sector %
Industrials 22.67 %
Healthcare 17.09 %
Communication Services 15.78 %
Technology 12.06 %
Financial Services 11.24 %
Consumer Cyclical 8.71 %
Consumer Defensive 5.02 %
Castlefield Fund Partners Limited
NULL, Manchester, United Kingdom
Legal Structure
Open Ended Investment Company


Rosemary Banyard
Joined 01/03/2017

Rosemary's investment career commenced in 1979 when she joined James Capel as a graduate trainee and latterly a textiles research analyst. In 1995 she moved to John Govett where she managed the UK Small Companies Unit Trust. She joined Schroders in 1997 as a UK Equity Fund Manager. She is currently Co-Head of our Pan European Small and Mid Cap Team. She holds an MBA and a degree in Classics.

Data provided by Morningstar.

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