At Castlefield, our purpose of "gathering assets to do good" is present throughout the process when making investment decisions for our Thoughtful Fund range. That's because we believe responsible business practices, products and services, will allow companies to produce better investment returns over the long term.
There are some common themes which help to categorise our investments to show how that works across the funds.
We've recently updated these and included a few more featured holdings, to show how this works in practice.
Featured Stocks
Below are a few example holdings to demonstrate how our robust investment process works in practice. You can filter the results to see which common theme investments align to and click through for more information on the individual stock.
NB: while our Real Return fund follows the B.E.S.T. investment process, it is not included within our Thoughtful Fund Range.
Renewi
Renewi is a leading international waste management company that aligns to our Environmental Management theme.
Renewi is a leading international waste management company, held in our Castlefield Sustainable UK Smaller Companies Fund. The organisation’s vision is to turn waste into product in the world’s most advanced and circular economies. The holding fits in to our Positive Theme of Environmental Management as the company’s core aims are to contribute to a sustainable society for a variety of different stakeholders such as consumers, suppliers, and governments. Renewi believes that there is value which should be extracted from waste, rather than relying on mass disposal. We believe in the message Renewi stands for and think it is a high quality investment for our clients.
Alumasc
Alumasc is a UK-based supplier of sustainable building products, systems and solutions, held in our Castlefield Sustainable UK Smaller Companies Fund.
Alumasc is a UK-based supplier of sustainable building products, systems and solutions, held in our Castlefield Sustainable UK Smaller Companies Fund. Alumasc sell into a wide range of end markets, from public housing to infrastructure and private commercial structures. The holding fits in to our Positive Theme of Environmental Management because they supply products and solutions which add value while conserving scarce resources such as energy and water in the built environment. Their high-quality product range can be used to enhance a new building or, when retrofitted, really improve an older building.
Download a copy of the latest Annual Stewardship Report
For more case examples of how our thoughtful investment process works in practice, please download the latest Annual Stewardship Report using the link below.
The report also includes details of our Thoughtful Investment Approach, ESG 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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