Sustainable investments
Delivering results from a changing world
We think there are really good long-term prospects for companies who are developing the products and services of the future. These companies are set to deliver great results because they’ve recognised, and reacted to, our changing world.
Choose the sustainable fund that’s right for you
Perhaps you’re suited to a less risky investment? Or you want the opportunity to invest outside the UK? Maybe you want a fund with a long-term proven track record?
You can find all this and much more across our range of sustainable funds allowing great investment performance to go hand-in-hand with your principles.
All our funds:
- Invest in companies we think will grow and become more successful as the world continues to change.
- Are managed by experienced professionals.
- Use our unique ‘ethical investment policy’ so you know your money is being invested responsibly.
| Investment type | Sustainable Diversified Trust  Cautious |
Sustainable World Trust  Balanced |
Sustainable Leaders Trust  Balanced |
|---|---|---|---|
| Good for… | Minimising your investment risk as well as seeking the best opportunities, from a range of investment types | The opportunity to benefit from global growth and a chance to spread your risk across different countries and investment types | A well-established fund with a proven track record of delivering performance from our sustainable themes |
| Invested in… | A diverse mix of stocks and shares – mainly from UK companies. As well as some corporate and government bonds | High-performing global companies and corporate bonds from both the UK and overseas | UK companies who are delivering great results by reacting to our changing world |
| Managed by | Linda Desforges | Mike Fox | Mike Fox |
| Asset mix | 20-60% Stocks and shares (inc property) 30-80% Bonds and cash* 0-20% Other |
60-80% Stocks and shares (inc property) 15-40% Bonds and cash 0-20% Other |
100% Stocks and shares |
| Benefit from | Active asset allocation and a mix of investment types Minimising your investment risk |
Diversification from around the world Award-winning fund |
Award winning Fund Manager Proven track record of performance |
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.
* Please note: more than 35% of this fund’s assets can be held in UK Government Bonds (Gilts). Find out more about different types of investments, or 'assets' which our funds can invest in.
