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.
Inspiration Healthcare
Inspiration Healthcare Group plc is a global supplier of medical technology for critical care, operating theatre and home healthcare applications. A fully integrated medical technology company with a focus on the neonatal intensive care market.
1 in 10 babies are born prematurely. Inspiration Healthcare aims to become the largest neonatal provider in the U.K.
Some of the company’s positive values and successes are as follows:
- Their core social value is to reduce infant mortality and morbidity. Preterm birth complications are the largest cause of mortality in infants under 5%. Helping to ease cost burden on health systems – a baby in intensive care costs £1,500 a day.
- They have been committed to investing in R&D to develop new products that improve patient outcomes.
- They supply ventilators to the NHS and provide their 24/7 technical support for all Challenge ventilators.
- Their employees are essential workers – most are working remotely. They have staggered shifts in production facilities for safety. No staff furloughed and no government support taken. They are a living wage employer.
Sonova Holding
Sonova develops and markets hearing care solutions in two segments – hearing instruments and cochlear implants
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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