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Fund Manager Fund Name Fund Type Document Type Date/Period
Castlefield Investment Partners LLP
CFP Castlefield Sustainable Portfolio Growth Fund F Income Shares Multi-Asset
KIID January 2024
Castlefield Investment Partners LLP
CFP Castlefield Sustainable Portfolio Growth Fund G Income Shares Multi-Asset
KIID January 2024
Castlefield Investment Partners LLP
CFP Castlefield Sustainable Portfolio Income Fund G Income Shares Multi-Asset
KIID January 2024
Castlefield Investment Partners LLP
CFP Castlefield Sustainable UK Opportunities Fund G Income UK Equity
KIID January 2024
Castlefield Investment Partners LLP
CFP Castlefield Sustainable UK Smaller Companies Fund G Income UK Equity
KIID January 2024
Sanford DeLand Asset Management Limited
CFP SDL Free Spirit Fund General Shares UK Equity
KIID January 2024
Sanford DeLand Asset Management Limited
CFP SDL UK Buffettology Fund General Shares UK Equity
KIID January 2024
Castlefield Investment Partners LLP
CFP Castlefield Sustainable European Fund European Equity
Target Market Assessment July 2023
Castlefield Investment Partners LLP
CFP Castlefield Sustainable Portfolio Growth Fund Multi-Asset
Target Market Assessment July 2023
Castlefield Investment Partners LLP
CFP Castlefield Sustainable Portfolio Income Fund Multi-Asset
Target Market Assessment July 2023

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