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.
Carrefour SA
Carrefour Market is a French supermarket chain created in 2007, owned by the international retail group Carrefour, and has a chain of hypermarkets, groceries and convenience stores in France and several other countries.
Amundi
Amundi is a French based asset manager, one of the ten largest globally, with a consistent approach to sustainability.
Amundi is a French based asset manager with a consistent approach to sustainability.
Founded in 2010 and listed on equity markets in 2015, Amundi has approx. €2 trillion under management as at the end of 2021.
It is the largest European asset manager and one of the top ten globally.
The company started out as the merger of two French asset managers, Credit Agricole and Société General.
Partners Group
Partners Group is a large, independent investment firm that provides bespoke solutions to institutional investors, sovereign wealth funds, family offices and private investors globally.
Logitech
Logitech is a Swiss-American designer, developer, manufacturer and marketer of computer peripherals and software.
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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