Quick Stats

Bid Price - Offer Price -
Mid Price GBX 103.98 Day Change GBX -0.01 (-0.01%)
Price Date 17 Mar 2016 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.64 Fund Size 4,017,407.37
Launch Date 11/07/2006 Standard Initial Charge (%) 5.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.64
ISIN GB00B3FG5977 Min TopUp (£) 1,000.00

Fund Objective

The Castleton Growth Fund's objective is to achieve positive returns by combining capital growth with the generation of some income.

Fund Managers

Andrew McCarthy
Andrew gained a BA Honours in Economics and History in 1982 at Leeds University, Andrew started his career in financial services with Royal Life in the same year. Since then he has held the position of Northern Regional Investment Manager for the Prudential, Fidelity and Scottish Mutual, before joining BPR Financial Management in 1999. Andrew's specialist knowledge lays in derivatives, commodities and forex trading