Positive Investment Themes
Considering positive investment themes when making investment decisions 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 ten positive themes provide a framework for assessing the positive credentials of any individual investment.
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.
Croda International
Croda creates, makes and sells speciality chemicals that deliver real benefits to a range of diverse products including health and beauty, engine lubricants, plastics and many more.
Croda take pride in their ‘restorative strategy’. They aim to give back more than they take away and the company’s aims are to be climate, land and people positive by 2030.
Between 2015 and 2020, the company made good progress against six of their sustainability targets. Some achievements during this period were improving energy intensity and ensuring 85% of palm derivatives are now sustainable. In addition, one quarter of the fuel used is now from non-fossil sources. This is a huge achievement and positive ESG story for a company in the chemical industry.
Smart Metering Systems (SMS)
Providing a complete energy service, SMS funds, installs, operates and manages smart meters and carbon reduction assets.
Providing a complete energy service, SMS funds, installs, operates and manages smart meters and carbon reduction assets.
These include Electric Vehicle chargers and battery storage systems, which facilitate a smarter, greener and more flexible energy system.
The company additionally provides smart energy and carbon reduction consultancy services to large organisations, enabling them to enhance long-term sustainability and reach net-zero carbon emissions.
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.
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This includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
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