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.
Vestas Wind Systems
Denmark’s Vestas Wind Systems, design, manufacture, install, and service wind turbines across the globe. They are the world's largest manufacturer and producer of wind turbines.
Founded at the end of the nineteenth century, Vestas has undergone transitions and perilous times. Even since its listing in 1998, the company has had to innovate to keep itself ahead and prove itself in a fast-moving market where upstream fossil fuels have carried much political capital and, to be blunt, jobs and votes. This ability to innovate has stood Vestas in good stead and we continue to believe in the company’s ability to make a meaningful contribution to our investors’ returns.
The Renewables Infrastructure Group
The Renewables Infrastructure Group has a diversified portfolio of renewables infrastructure that contributes towards a zero-carbon future.
TRIG’s purpose is to generate sustainable returns for its shareholders from a diversified portfolio of renewables infrastructure that contributes towards a zero-carbon future. Predominantly a wind power focused company, it has a small exposure to solar power. TRIG’s renewable energy portfolio is spread across six European countries.
TRIG’s diversified portfolio includes onshore and offshore wind farms and solar parks in the UK and Europe. These assets generate revenues from the sale of electricity and government-backed green benefits.
We believe this company could be very impactful in constructing and operating renewable energy projects across the globe.
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
Nearly there...
It looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.