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Corporate Bond Income Trust
Risk Profile: Low/Medium
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Sustainable Diversified Trust
Risk Profile: Medium
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UK Income with Growth Trust
Risk Profile: Medium/High
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Sustainable World Trust
Risk Profile: Medium/High
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UK Growth Trust
Risk Profile: Medium/High
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Sustainable Leaders Trust
Risk Profile: Medium/High
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US Growth Trust
Risk Profile: Higher
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European Growth Trust
Risk Profile: Higher
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Invested in...
High quality corporate and government bonds
Good for...
Providing a monthly income and a higher rate of return than cash savings over the long term
Risk Profile: Low/Medium
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.
Take a look at the latest fund factsheet:
Corporate Bond Income Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
A diverse mix of stocks and shares - mainly from UK companies - and some corporate and government bonds. Uses our sustainable investment themes
Good for...
The best opportunities, from a range of investment types, while minimising your investment risk
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.
Take a look at the latest fund factsheet:
Sustainable Diversified Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
High quality UK companies, UK corporate and government bonds, as well as some cash
Good for...
The best of both worlds - maximising investment growth, and providing a regular income at the same time
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.
Take a look at the latest fund factsheet:
UK Income with Growth Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
High-performing global companies, and UK and overseas corporate bonds, uses our sustainable investment themes
Good for...
The opportunity to benefit from global growth and a chance to spread your risk across different countries and investment types
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.
Take a look at the latest fund factsheet:
Sustainable World Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
The UK’s largest top-performing companies, which have excellent prospects for growth
Good for...
Long-term growth from one of Britain’s largest and most established UK funds
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.
Take a look at the latest fund factsheet:
UK Growth Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
High-performing UK companies who are reacting to our changing world. Uses our sustainable investment themes
Good for...
A well-established fund with a proven track record of delivering performance from our sustainable 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.
Take a look at the latest fund factsheet:
Sustainable Leaders Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
Companies in the US with a global reputation for great performance, like Apple and drinks manufacturer, PepsiCo
Good for...
Giving investors access to the world's largest economy and investing in some of the best-known companies
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.
Take a look at the latest fund factsheet:
US Growth Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb) -
Invested in...
European companies with a global reputation for great performance, like energy provider E.On and Banco Santander
Good for...
Access to some of Europe’s largest companies and a chance to spread your risk outside the UK
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.
Take a look at the latest fund factsheet:
European Growth Trust
(Documentation will open as a PDF in a new window).
fund factsheet (PDF - 0.2Mb)
