Portfolio factsheets
- Hardy Defensive – Q4 2025
- Hardy Cautious – Q4 2025
- Hardy Balanced – Q4 2025
- Hardy Growth – Q4 2025
- Hardy Adventurous – Q4 2025
- Hardy Cautious Income – Q4 2025
- Hardy Balanced Income – Q4 2025
- Future Opportunities Defensive – Q4 2025
- Future Opportunities Cautious – Q4 2025
- Future Opportunities Balanced – Q4 2025
- Future Opportunities Growth – Q4 2025
Brochures & Documents
Consumer Duty Documents
Forms
- Casterbridge Trust Application Form
- Casterbridge OFB Application Form
- Casterbridge Sipp Application Form
- Casterbridge Top up of Funds Form
- Casterbridge ISA only Application Form
- Casterbridge GIA only Application Form
- Casterbridge GIA & ISA 1 Application Form
- Casterbridge GIA & ISA 2 APPS Application Form
- Casterbridge APS Application Form
- Casterbridge Client Suitability & Agreement Form
- Casterbridge Investment Proposal Request Form
- Casterbridge Corporate Application Form