Core funds
In this section, find out all you need to know about our core funds:
- Sustainable Leaders Trust
- Sustainable Diversified Trust
- Sustainable World Trust
- UK Income with Growth Trust
- UK Growth Trust
- Corporate Bond Income Trust
The Co-operative Asset Management combines bottom-up stock selection with the application of carefully developed themes to construct detailed investment cases on undervalued companies.
The investment approach for our core fund range is characterised by a number of features suited to long-term personal investors:
- an investment approach based on long-term themes naturally aligns with long-term saving requirements
- the funds are actively managed with focused, high conviction portfolios designed to deliver superior long-term investment performance
- low turnover – companies are held for 3 – 4 years compared to the industry average of approximately 1 year
- full integration of financial and ESG (environmental, social and governance) considerations throughout the investment process demonstrates a more responsible approach to investing
- all funds operate an exclusion policy, avoiding companies believed to expose investors to unacceptable financial risk resulting from poor management of ESG (environmental, social and governance) issues.
