Considering positive investment themes when making investment decisions for our Sustainable Fund range is important at Castlefield. We believe responsible business practices, along with sustainable products and services, will allow companies to produce better investment returns over the long term.

Our positive themes provide a framework for assessing the positive credentials of any individual investment.

We've recently updated these and included a few more featured holdings, to show how this works in practice. 

Positive Investment Themes

Below are a few example holdings to demonstrate how these positive themes works in practice. You can filter the results to see which sustainable theme investments contribute to and click through for more information on the stock. NB: while our Real Return fund follows the B.E.S.T. sustainable investment process, it is not included within our Sustainable Fund Range.


Amundi is a French based asset manager, one of the ten largest globally, with a consistent approach to sustainability.

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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.

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Download a copy of the latest Annual Stewardship Report

For more case examples of how our positive themes work in practice, please download the latest Annual Stewardship Report using the link below.

The report also includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.

Download Annual Stewardship Report

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