Sustainable Leaders Trust
A proven track record of delivery from our sustainable investment themes
Investors looking for growth from a well established and successful fund, investing in companies delivering results by reacting to our changing world.
Sustainable World Trust seeks the best opportunities from our sustainable investment themes.
Nothing in life is risk-free, but you should remember this is a different type of investment to a bank or building society account. The value of an investment can go down as well as up and you may get back less than you put in.
“We look for sustainable companies that not only act as good corporate citizens but that are able to deliver sustainable profits for their investors. For example, we invest in Unilever, a food manufacturer with a strong emphasis on responsible food sourcing and significant exposure to emerging markets.”
Mike Fox, Fund Manager
29th May 1990
Fund manager profile
Mike is Head of Equities and Senior Fund Manager of the Sustainable World Trust and Sustainable Leaders Trust, the latter role he has fulfilled since November 2003. During this time he has been awarded Citywire Top 100 UK Growth Fund Manager of the year 2007, and has a 4* Morningstar rating.
Fund aims and objectives
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 investment approach, which focuses on themes such as Emerging Markets and Global Power Shortage. It invests in accordance with the Co-operative Investments’ ethical investment policy.
You should read the following documents before you invest in any of our funds:
(Documentation will open as a PDF in a new window).
- CIS Sustainable Leaders Trust Key Investor Information Document (PDF - 0.2Mb)
- CIS Supplementary Information Document (PDF - 0.3Mb)
Who can invest?
You must be over 18 to invest. This investment can be held jointly by up to four named people.
You can invest:
- a lump sum (minimum £1000)
- regular monthly contributions (minimum £50)
- or a combination of both.
There is no maximum investment limit, but if you wish to invest in a Stocks & Shares ISA, the total ISA allowance is £11,520. If you wish to invest more than this, simply choose to invest part of your investment inside the ‘ISA wrapper’ and the rest outside the ‘ISA wrapper’ in a unit trust.
There is no fixed investment term and you can choose to increase or decrease your monthly payments, as long as you let us know in advance. And you can even take up to two ‘payment holidays’ in a year if you like.
You can receive an income from this investment on a half-yearly basis. You can choose to add this income back to the fund for greater capital growth or you can receive a cheque/bank transfer into your account.
You can make partial withdrawals from your investment but you should remember that making any withdrawals will not only reduce the value of your investment, but also any income you receive from it.
We will send you a half-yearly statement to let you know how your investment is performing, or you can request a valuation of your investment at any time by calling us on 08457 46 46 46.
You can also check the daily unit price online.
How has Sustainable Leaders Trust been performing?
Take a look at the latest fund factsheet:
(Documentation will open as a PDF in a new window).
- Sustainable Leaders Trust
fund factsheet (PDF - 0.2Mb)
Fees, charges and taxation
When you invest in Sustainable Leaders Trust, as either a unit trust investment, or a Stocks & Shares ISA, we will look after and manage your money, to give it the best chance of achieving your investment goals.
There are charges made for this - which are a percentage of the value of your investment at the time.
Here is a summary of the important information:
|Charge (% of the investment value at the time)||What’s this for||How and when is it deducted?|
|Initial charge|| |
If you apply online without receiving financial advice from us.
(You may also request a postal application by telephoning us).
|1.5% of your initial investment||
The charge for opening a unit trust (or Stocks & Shares ISA) with us.
One-off charge on ‘day one’ of your investment.
You buy units at the buying price and sell them at the selling price. The difference between the two is the initial charge.
Annual Management Charge
|1.5% per year||
The annual cost of us managing your money and investing it on your behalf.
Daily, from the income earned on your investment.
Additional Management Charge
|About 0.1% per year||
For the additional costs of managing the Trust, such as the Trustees fees and audit expenses.
Once a year, from the income earned on your investment.
We aim to keep these charges to a minimum and we will notify you if there are any changes to these.
What about tax?
You will find out more information about taxation in our CIS Supplementary Information Document (PDF - 0.3Mb). You should read this before you invest to make sure you understand your tax position and if you need further guidance, you should seek specialist advice.
- If you invest in this Trust through a stocks & shares ISA, you will have no further tax to pay on your investment.
- If you invest in this Trust outside the ‘ISA wrapper’, any income you earn from an investment in this Trust is taxed as an ‘interest distribution’ so you will pay tax on it subject to your personal income tax liability. You may also have to pay capital gains tax when you sell your units. This will depend on whether you have exceeded your annual capital gains tax exemption.