Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation

Name
Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation
Manager
Castlefield Fund Partners Limited
Type
Open Ended Investment Company
ISIN
GB00BF0LDZ31
Sector
UK All Companies
Launched
18/09/2017
OCF
1.19 %
Yield
1 %
Benchmark
FTSE AllSh TR GBP
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.
Holding %
Games Workshop Group PLC 5.08 %
AB Dynamics PLC 4.69 %
London Stock Exchange Group PLC 3.31 %
Liontrust Asset Management PLC 3.26 %
Bioventix PLC 3.19 %
RWS Holdings PLC 3.09 %
Experian PLC 3.00 %
Dart Group PLC 2.88 %
Craneware PLC 2.87 %
Next PLC 2.84 %
Region %
United Kingdom 91.48 %
United States 8.52 %
Sector %
Consumer Cyclical 28.97 %
Industrials 17.00 %
Financial Services 15.34 %
Technology 12.84 %
Basic materials 10.46 %
Healthcare 10.02 %
Consumer Defensive 5.37 %
Name
Castlefield Fund Partners Limited
Address
NULL, Manchester, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Keith Ashworth-Lord
Joined 03/28/2011

Keith is a graduate of the Natural Sciences with a Master's Degree in Management Studies from Imperial College, London. His career spans over thirty years in equity capital markets, working in company investment analysis, corporate finance and fund management. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals. In recent years, he had won four stock picking awards conferred by Thomson-Reuters StarMine.

Data provided by Morningstar.

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