MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve long term capital growth, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is a part. ‘Peer group’ is defined as being the Investment Association sector to which the Fund has been allocated (currently being the UK Smaller Companies sector) or to which it may be allocated in future, as determined by that body. Long term means over a minimum investment horizon of five years. The investment policy is to invest predominantly in the shares of quoted smaller UK companies, including those listed on the Alternative Investment Market. We seek to invest in companies with meaningful employee engagement and employee share ownership.

Fund Managers

David Elton

David Elton joined the team at Castlefield shortly after having graduated with a 1st class Accounting & Finance degree in the summer of 2011. As part of his degree he gained an initial taste of the investment world whilst on placement, undertaking a year long research role for a large hedge fund in Oxfordshire. David is now working as an Associate as part of the investment management team at Castlefield. David is a charter holder (Chartered Financial Analyst) of the CFA Institute, as well as a holder of the CFA UK Investment Management Certificate and CISI Investment Advice Diploma. He is also a member of both the CFA UK Institute and the Chartered Institute for Securities & Investment.