Considering positive investment themes when making investment decisions for our Sustainable Fund range is important at Castlefield. We believe responsible business practices, along with sustainable products and services, will allow companies to produce better investment returns over the long term.
Our positive themes provide a framework for assessing the positive credentials of any individual investment.
We've recently updated these and included a few more featured holdings, to show how this works in practice.
Positive Investment Themes
Below are a few example holdings to demonstrate how these positive themes works in practice. You can filter the results to see which sustainable theme investments contribute to and click through for more information on the stock. NB: while our Real Return fund follows the B.E.S.T. sustainable investment process, it is not included within our Sustainable Fund Range.
- All
- Health and Wellbeing
- Sustainable Infrastructure
- Education & Training
- Cyber Security & Digital Connectivity
- Resource Efficiency
- Financial Resilience & Inclusion
- Safety & Regulatory Compliance
- Sustainable Supply Chains
- Employee Ownership & Responsible Business
- Environmental Management
- Meeting Societal Needs
Unilever
Unilever is a multinational corporation selling consumer goods including foods, beverages, cleaning agents and personal care products.
Unilever is a multinational corporation selling consumer goods including foods, beverages, cleaning agents and personal care products. Held across both our Sustainable European and Sustainable UK Opportunities funds, Unilever have a strong and diversified range of brands across their portfolio which include household names such as Dove, Cif, Hellman’s and Domestos. Unilever aligns with our Positive Theme of Meeting Societal Needs through the provision of essential products used on a daily basis such as cleaning and personal hygiene products.
Download a copy of the latest Annual Stewardship Report
For more case examples of how our positive themes work in practice, please download the latest Annual Stewardship Report using the link below.
The report also includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
Download Annual Stewardship ReportWe're proud affiliates of a range of worthy organisations
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