Castellain Green Fund
Fund overview
The Castellain Green Fund aims to generate a high level of income and to achieve capital growth over a medium to long-term investment horizon. It primarily invests in the shares of clean energy, infrastructure and sustainability-focused companies, which typically have significant asset backing. These will include renewable infrastructure assets such as wind farms, solar farms and hydropower.
Launch date
3 December 2024
Dealing frequency
Daily
Return since Inception
11.0%
Fund Manager
Rob Goldsmith founded Castellain Capital in 2009 and brings over 25 years of investment experience, including over 15 years managing the Castellain Value Fund. He launched the Castellain Green Fund in late 2024, to capture investment opportunities across the sustainable investment landscape.
Performance*
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.8% | 2.7% | -2.4% | 4.6% | 3.1% | 0.8% | 0.8% | 10.8% | |||||
| 2025 | -3.1% | 1.3% | 1.4% | 4.6% | 2.9% | 6.7% | 2.1% | -3.5% | -2.0% | 0.8% | -1.1% | -1.2% | 8.7% |
| 2024 | -1.4% | -1.4% |
*All performance figures are net of fees.
Fund information
Structure
Domicile
SIPP eligible
ISA eligible
Entry Charge
Exit Charge
UCITS
Ireland
Yes
Yes
0%
0%
Bloomberg
Investment Manager
Administrator
Custodian
Auditor
SFDR
CASTGRN ID Equity
Castellain Capital LLP
CACEIS Ireland
Caceis Bank
EY
Article 8
Documents
Monthly factsheets
Latest factsheets:
Castellain Green Fund July 2026 Monthly FactsheetCastellain Green Fund June 2026 Monthly Factsheet
Castellain Green Fund May 2026 Monthly Factsheet
Please select your chosen month and year to view the relevant factsheet.
Other Funds Available
Castellain Income Fund
The Castellain Income fund invests in stock exchange listed equity and fixed income securities of tangible asset-rich companies.
Castellain Value Fund
The Castellain Value Fund targets high absolute returns with a moderate risk profile.
Castellain Emerging Market Credit Fund
The Castellain Emerging Market Credit Fund invests predominantly in USD and EUR denominated emerging market sovereign credit.