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.
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 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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