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.
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.
Experian PLC
Experian plc is an Anglo-Irish multinational consumer credit reporting company. They help businesses to make smarter decisions and thrive, lenders to lend more responsibly, and organisations to prevent identity fraud and crime.
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.
Intertek Group
Intertek Group plc is a British multinational assurance, inspection, product testing and certification company headquartered in London.
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.