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 stock.
NB: while our Real Return fund follows the B.E.S.T. investment process, it is not included within our Thoughtful Fund Range.
Alumasc
Alumasc is a UK-based supplier of sustainable building products, systems and solutions, held in our Castlefield Sustainable UK Smaller Companies Fund.
Alumasc is a UK-based supplier of sustainable building products, systems and solutions, held in our Castlefield Sustainable UK Smaller Companies Fund. Alumasc sell into a wide range of end markets, from public housing to infrastructure and private commercial structures. The holding fits in to our Positive Theme of Environmental Management because they supply products and solutions which add value while conserving scarce resources such as energy and water in the built environment. Their high-quality product range can be used to enhance a new building or, when retrofitted, really improve an older building.
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.
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.
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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