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.
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 stock.
NB: while our Real Return fund follows the B.E.S.T. investment process, it is not included within our Thoughtful Fund Range.
Good Energy
One of the UK's leading renewable energy suppliers. Vertically integrated utility business. Supplies 100% renewable electricity to its customers.
Good Energy also has a growing renewable electricity generation business in wind and solar power.
The company has developed and sold on a number of projects, in some cases having secured long term power purchase agreements that deliver the benefit of generation ownership while providing capital for continued investment.
Strong community and social ethos, meaning there is a particular advantage for the company in securing planning for generation projects resulting from its very active community engagement programmes.
Macfarlane Group
MacFarlane Group is a leading UK-based business in the packaging and labels sector, held in our Castlefield Sustainable UK Smaller Companies Fund.
MacFarlane Group is a leading UK-based business in the packaging and labels sector, held in our Castlefield Sustainable UK Smaller Companies Fund. They service a broad range of business customers, supplying them with high quality protective packaging products which help customers reduce supply chain costs, improve operational efficiencies and sustainability and enhance their brand presentation. The holding fits in to our Positive Theme of Resource Efficiency by supporting customers to make an “informed choice” about efficiency and the packaging they use to reduce their environmental impact.
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.
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