Sustainable Leaders Trust
Principles and performance go hand-in-hand
Take advantage of our Limited discount offer on the initial charge for new lump sum investors.
Apply now for a Stocks and Shares ISA
Fund explained
- This fund looks to increase the value of your money over the long term by investing primarily in a range of high quality small, medium and large companies mainly in the UK.
- Your money will also benefit from our sustainable approach to investing, which focuses on key themes such as Urban Regeneration and Global Power Shortage.
- The fund itself is managed by our award-winning fund manager Mike Fox.
Risk profile
- Balanced - you are prepared to accept average, or slightly above average risk to your capital, in order to achieve an improved potential return on your money.
Single Year Performance for last 5 years % change
About the Fund Manager
Mike Fox: 9 years in industry, all at The Co-operative Investments
"I look to find good long-term value in the stock market. Our investment approach helps me identify sustainable companies that are attractively priced with strong long term prospects. For example, we invest in Severn Trent, one of the world’s largest water companies serving over 8 million customers across the UK."
Apply now for a Stocks and Shares ISA
* A discount of 3.5% to the standard 5% initial charge will be applied to lump sum applications for investors applying online. Applications must be received by 31st December 2010.
