| Shares Class | Inc. |
|---|---|
| Yield | 3.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for CFP Castlefield B.E.S.T Sustainable Portfolio Income General Inc)
| Fund Size | 13,208,500.00 | Launch Date | 06/07/2020 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BM97MN27 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.4400 (on 06/07/2020) |
The investment objective of the Fund is to focus on providing income, with a minimum income return of 3% per annum, and also to provide capital growth consistent with this primary objective over the long term. Long term means over a minimum investment horizon of five years
Simon Holman
Simon Holman is a graduate of Spanish from Edinburgh University and has also completed a Post-graduate Masters qualification in Investment Analysis at Stirling University. Simon combines an investment role (that includes being the lead manager of the Castlefield B.E.S.T Income Fund) with analysing developments in the ethical investment world. Simon is also a charter holder (Chartered Financial Analyst) of the CFA Institute and has over 10 years industry experience.
| Name | Weight |
|---|---|
| Alternative & Renewable Energy | 9.00% |
| Alternative Assets | 6.00% |
| Equities | 14.00% |
| Fixed Interest | 36.00% |
| Infrastructure | 2.00% |
| Money Market | 2.00% |
| Property Shares | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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