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Good news for investors

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Spring is with us, the days are lengthening and the daffodils are flowering. It is a time of rejuvenation and I am pleased to add to the seasonal optimism. Castlegate has negotiated specially reduced charges for our clients.


You will be pleased to learn that Castlegate has successfully negotiated a decrease in the charges levied by Cofunds to just 0.22 % per annum and even less for investments over £500,000. This is a further discount from our previously specially negotiated discounted rate. Many investors face a charge of 0.4% for their portfolio “platform” which means Castlegate clients are now very nearly paying only half this level. Lower charges means better investment returns for our clients.

Castlegate Managed Portfolio Service

Increasing number of clients are taking advantage of Castlegate’s very own managed portfolio service. This brings the benefits of professional discretionary investment management, from our strategic investment partner Brooks MacDonald Asset Management, at a competitive price. Indeed, since the launch of this new service last summer we have already invested approaching £80 million for clients.

I am pleased to report healthy and robust growth across all the portfolios, with positive returns despite volatile and uncertain markets. The additional good news is that the cost of this service has also been decreased to just 0.3%.

A robust, successful and competitive proposition means even better returns for our clients, without compromising on quality. If you are not yet part of the Castlegate’s managed portfolio success, it is well worth considering and your Castlegate adviser will be happy to discuss further.

Yours sincerely,

Andy Severn
Managing Director