Sustainable World Trust
Delivering rewards from a world of opportunities
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 primarily in a mix of high quality companies and also invests in some high quality corporate bonds, government bonds and cash.
- The fund manager is able to invest anywhere around the world where he believes the best opportunities exist. Your money will also benefit from our sustainable approach to investing, which focuses on key themes such as Emerging Markets and Global Power Shortage.
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.
About the Fund Manager
Mike Fox: 9 years in industry, all at The Co-operative Investments.
“Sustainable companies operate all around the world. So for example, I invest in Google, widely recognised as the world’s best search engine and a company that is always looking at ways to improve the way it does business in a responsible manner.”
* 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.
