Fund Ratings
We launched the Castleton Growth Fund in 2006 and not only has the Fund achieved top quartile ranking against its sector over 1, 2 and 3 years* it was also awarded the following external ratings on its third anniversary:-
Financial Express Crown Rating 3 
Morningstar 3 Year Overall Rating 
(relative to Morningstar category: Sterling Cautious Balanced)
Lipper Leaders Overall Preservation Rating 
For more detailed and in depth analysis of the Castleton Growth Fund's performance such as quartile rankings, volatility ratios, sector performance and so on, click on the logo below.
These websites are devoted to providing impartial and unbiased research and fund performance data.
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* Quartile ranking data supplied by Analytics: a Financial Express Company. The Castleton Growth Fund is placed in the IMA Cautious Managed sector. The Fund is actively managed and is not constrained by any requirement to track indices, adopt investment weightings nor to follow external benchmarks given by rating agencies.
Remember that past performance is not a reliable indicator of future results. The value of an investment and any income from it can go down as well as up and may also decrease or increase as a result of changes in exchange rates between currencies. Current tax levels and reliefs are liable to change. Investors may not get back the full amount originally invested.