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.

Carrefour SA

Carrefour Market is a French supermarket chain created in 2007, owned by the international retail group Carrefour, and has a chain of hypermarkets, groceries and convenience stores in France and several other countries.

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Symrise

Symrise develops, produces and sells fragrances, flavorings, cosmetic active ingredients, raw materials and functional ingredients as well as sensorial and nutritional solutions.

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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 Report

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