The Fund uses the proprietary BEST investment selection methodology, developed by Castlefield, to take account not only of traditional Business or financial criteria but also of Environmental, Social and Transparency factors. At the time of the re-launch, Castlefield committed to seek the views of ethical investors as to the areas of most concern to them. To this end, it teamed up with Worldwise Investor to discover the current thoughts of the clients of leading ethical advisory specialists, including those of ethical investment pioneer Gaeia. The first results are now in and make interesting reading. Alongside existing exclusions of companies involved in arms, tobacco, gambling, alcohol and pornography, future areas for consideration look set to be companies involved in the clearing of rainforests, noncompliance with international standards relating to timber production and those with poor human rights issues records.
John Eckersley, Managing Partner of Castlefield said: “We’ve been really encouraged by the response of investors to the new fund. It’s early days but we’re confident that investing ethically yet wisely is capable of generating strong returns compared to more traditional equity income approaches. I’m so confident in fact that I’ve decided to ‘eat our own cooking’ and invest my own pension scheme in the re-launched fund!”
NOTES FOR EDITORS:
About ConBrio: Derived from the musical term literally meaning, “with spirit, gusto or panache”, the ConBrio Funds umbrella OEIC offers investors a range of sub-funds, each with a different investment objective. The common factor across the funds is the active management style brought to bear by Castlefield, on behalf of the Authorised Corporate Director, Premier Portfolio Managers Limited. Both Castlefield and Premier are authorised and regulated by the Financial Services Authority. See: www.conbriofunds.com
About Castlefield: Castlefield Investment Partners LLP, the Investment Adviser to ConBrio Funds, manages investments on behalf of a focused range of clients, including over 50 charities, in line with their individual objectives and wishes. It is part of the Castlefield employee-owned stable of companies, which has a unique shared ownership structure, bringing together as shareholders a major charitable foundation, the firm’s management and colleagues and its clients. See: www.castlefield.com
About Gaeia: Founded by former human rights campaigner and ethical investment pioneer, Brigid Benson, Gaeia – Global and Ethical Investment Advice – has been helping clients to invest ethically yet wisely for nearly 20 years. It came together with Castlefield in September 2011 and now offers an integrated ethical
advisory and investment management service. See: www.gaeia.com
About Premier: Premier designs and distributes innovative investment solutions for both retail and institutional clients via its FSA regulated subsidiaries. It offers a diverse range of investment solutions, including authorised UK mainstream and specialist funds, investment trusts, segregated mandates, along
with providing discretionary management services for individual clients and charities. Premier’s core values are independence, relevance and openness.
About Worldwise Investor: Worldwise Investor is primarily aimed at UK investors and advisers and utilising experts in the thematic, environmental and ethical investment fund industry, provides a variety of news, opinion and knowledge. It also provides a comprehensive fund library, allowing users to filter and analyse up-to-the minute performance of favourite funds. See: www.worldwiseinvestor.com
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