Sustainable Diversified Trust
Delivering rewards from a changing world
Take advantage of our Limited discount offer on the initial charge for new lump sum investors.
Fund explained
- This fund looks to increase the value of your money over the long term by investing in a mix of investments such as high quality companies, corporate bonds, government bonds, property and cash. This mix is actively managed in order to achieve a balance between growth and risk.
- Your money will also benefit from our sustainable approach to investing, which focuses on key themes such as Healthcare and Urban Regeneration.
Risk profile
- Cautious – you are prepared to accept some risk to your capital, with the aim of achieving a better return than a bank or building society account.
About the Fund Manager
Linda Deforges: 20 years in industry, all at The Co-operative Investments
“We have seen a real upturn in the markets recently, but as a fund manager I am thinking about the long term and Healthcare is one area where we’ve invested. An example of this is AstraZeneca, a leading global pharmaceutical company discovering new medicines to improve the quality of life for people around the world.”
* 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.
