CFP SDL UK Buffettology Fund

  • Managed by Keith Ashworth-Lord has over 30 years’ experience in equity markets
  • One of the best performing funds in the IA UK All Companies sector since inception for both total return and risk adjusted return *
  • 8 year track record of positive returns
  • Low correlation to peers – high alpha, low beta
  • Invested in a concentrated portfolio of 25-35 highly cash generative businesses with sustainable growth potential
  • The Fund won ‘Best Larger UK Equity Growth Fund 2019’ following on from 4 years in a row as ‘Best Smaller UK Growth Fund’ at the Money Observer Fund Awards

For further further information please send us an email or call us on 020 7071 3920

*Data from FE based on the returns of the Institutional Income share class to 30 June 2019. All performance stated has been calculated as net. Past

performance is not a guide to future performance; the value of an investment and income from it can go down as well as up.

Fund Information

Structure

Launch Date:28 March 2011
Fund Sector:UK All Companies
Currency:GBP
Structure:OEIC
Domicile:UK
ACD:Castlefield Fund Partners
UK Reporting Status:Yes

Dealing

General Inc. Minimum Investment:£500, £50pm
Institutional Inc. Minimum Investment:£250,000
Subscriptions:Daily
Redemptions:Daily
Pricing:Daily, 12 noon

Charges

General Initial Charge:0%
Institutional Initial Charge:0%
General Investment Adviser’s AMC:1.5%
Institutional Investment Adviser’s AMC:1.0%
OCF:~1.23%
ACD's AMC:0.2%

ISIN numbers

Institutional Income Shares:GB00BKJ9C676
General Income Shares:GB00B3QQFJ66
Institutional Accumulation: GB00BF0LDZ31

Contact Us

For further information on Candlewick Capital, the services we provide and our clients, please do not hesitate to get in touch

+44 (0)20 7071 3960

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