Considering positive investment themes when making investment decisions for our Thoughtful Fund range is important at Castlefield. We believe responsible business practices, 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 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. investment process, it is not included within our Thoughtful Fund Range.
Sonova Holding
Sonova develops and markets hearing care solutions in two segments – hearing instruments and cochlear implants
Quadient
Quadient provides customer experience management, business process automation, mail-related solutions, and parcel locker solutions. They also produce electronic mailing and accounting systems and mailroom supplies.
Symrise
Symrise develops, produces and sells fragrances, flavorings, cosmetic active ingredients, raw materials and functional ingredients as well as sensorial and nutritional solutions.
Renewi
Renewi is a leading international waste management company that aligns to our Environmental Management theme.
Renewi is a leading international waste management company, held in our Castlefield Sustainable UK Smaller Companies Fund. The organisation’s vision is to turn waste into product in the world’s most advanced and circular economies. The holding fits in to our Positive Theme of Environmental Management as the company’s core aims are to contribute to a sustainable society for a variety of different stakeholders such as consumers, suppliers, and governments. Renewi believes that there is value which should be extracted from waste, rather than relying on mass disposal. We believe in the message Renewi stands for and think it is a high quality investment for our clients.
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 ReportWe're proud affiliates of a range of worthy organisations
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