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Fund Manager Fund Name Fund Type Document Type Date/Period
Castlefield Investment Partners LLP
CFP Castlefield B.E.S.T Sustainable UK Smaller Companies Fund UK Equity
Target Market Assessment July 2020
Castlefield Investment Partners LLP
CFP Castlefield Real Return Fund Multi-Asset
Target Market Assessment July 2020
Sanford DeLand Asset Management Limited
CFP SDL Free Spirit Fund UK Equity
Target Market Assessment March 2021
Sanford DeLand Asset Management Limited
CFP SDL UK Buffettology Fund UK Equity
Target Market Assessment March 2021
Castlefield Investment Partners LLP
CFP Castlefield Funds Multi-Asset
UK Equity
European Equity
Prospectus July 2020
Castlefield Investment Partners LLP
CFP Castlefield Portfolio Funds Multi-Asset
Prospectus July 2020
Sanford DeLand Asset Management Limited
CFP Sanford DeLand Funds UK Equity
Prospectus April 2021
Castlefield Investment Partners LLP
CFP Castlefield B.E.S.T Sustainable Portfolio Growth Fund Multi-Asset
Assessment of Value December 2019
Castlefield Investment Partners LLP
CFP Castlefield Funds Multi-Asset
European Equity
UK Equity
Assessment of Value June 2020
Sanford DeLand Asset Management Limited
CFP Sanford DeLand Funds UK Equity
Assessment of Value June 2020

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