Castlefield B.E.S.T UK Opportunities Fund Institutional Income Class

Name
Castlefield B.E.S.T UK Opportunities Fund Institutional Income Class
Manager
Castlefield Fund Partners Limited
Type
Open Ended Investment Company
ISIN
GB00B1XQNC41
Sector
UK All Companies
Launched
13/06/2007
OCF
1.37 %
Risk Rating
1
3 Year Sharpe
0.81
3 Year Alpha
1.41
Yield
1.6 %
Benchmark
N/A
The investment objective of the Fund is to invest primarily for long term capital growth from a portfolio of investments. The ACD's investment policy is actively to invest in those companies, primarily within the UK, where the manager believes there are above average opportunities for growth.
Holding %
Cineworld Group PLC 6.20 %
IG Group Holdings PLC 4.97 %
K3 Capital Group PLC 4.79 %
PPHE Hotel Group Ltd 4.12 %
Shire PLC 3.70 %
Prudential PLC 3.68 %
Equiniti Group PLC 3.56 %
RPS Group PLC 3.53 %
Hikma Pharmaceuticals PLC 3.50 %
Whitbread PLC 3.27 %
Region %
United Kingdom 93.77 %
Sector %
Financial Services 21.69 %
Industrials 20.76 %
Consumer Cyclical 15.79 %
Consumer Defensive 13.40 %
Healthcare 10.22 %
Basic materials 8.64 %
Name
Castlefield Fund Partners Limited
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Mark Elliott
Joined 06/01/2007

Mark is a founding member of the Castlefield team. His role predominantly involves analysis of UK sectors and stocks with over five years' investment experience with the team. Mark is a member of the Securities & Investment Institute and is a charter holder (Chartered Financial Analyst) of the CFA Institute.

Data provided by Morningstar.

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