TM Castlefield Thoughtful Growth Portfolio Fund

The objective of the Fund is to deliver a total return—a combination of income and capital growth—consistent with a growth risk profile, over rolling five-year periods. The portfolio typically holds 40–85% in equities and 10-30% in fixed income, with the remainder in other assets. Exposure is achieved through a mix of direct investments and Collective Investment Vehicles (CIVs), with the latter making up between 15% and 60% of the Fund. Investments are selected using the Investment Adviser’s Thoughtful Investor® approach.