The Free Spirit® Fund

The investment objective of the Fund is to seek to achieve real growth in capital and income over the long-term. Real growth means growth in excess of inflation, defined as the UK Consumer Price Index (CPI) +2% per annum on average and long-term means over a minimum investment horizon of five years. 

Currently, the Fund can be bought and sold on the Ascentric, Alliance Trust, Aviva, Hargreaves Lansdown Vantage, Novia, Transact, and Zurich platforms.


  • Rosemary on The Free Spirit Fund

    Rosemary talks about  what The Free Spirit name means from an investment perspective, her investment process, how she uses modelling and how she values a company.

     

                      

    Published on 9th May 2018


  • The Free Spirit Fund – what should investors expect

    Rosemary talks about The Free Spirit Fund portfolio, which companies she holds and why and what investors can expect.

     

                      

    Published on 9th May 2018

     

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    Sanford DeLand Asset Management

    8th Floor
    111 Piccadilly
    Manchester
     M1 2HY
     
     Tel. 0161 233 8696
    contact@sanford-deland.com

  • Sanford DeLand Asset Management Ltd (SDL) is registered in England & Wales No. 07197573. Registered office: 8th Floor, 111 Piccadilly Manchester, M1 2HY. SDL is an Appointed Representative of Castlefield Investment Partners LLP (CIP), which is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. CIP is registered in England & Wales No. OC302833
     
    Please note that Warren E. Buffett does not endorse or sponsor the CFP SDL UK Buffettology Fund.

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Sanford DeLand Asset Management

8th Floor
111 Piccadilly
Manchester
M1 2HY

 

 Tel. 0161 233 8696

contact@sanford-deland.com

Sanford DeLand Asset Management is a trading name of Castlefield Investment Partners LLP (CIP), used under licence. CIP is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Registered in England & Wales No: OC302833. Registered Office: 215-219 Chester Road, Manchester, M15 4JE. 

Please note that Warren E. Buffett does not endorse or sponsor the CFP SDL UK Buffettology Fund.