Reasons Why
- Company credentials
- Responsible investment
- Sustainable Leaders Trust
- UK Income with Growth Trust
- UK Growth Trust
Company credentials
The Co-operative Asset Management is part of the Co-operative Groups, a household name of The Co-operative Financial Services which is part of The Co-operative, a household name in the UK offering a wide range of services to consumers including food, pharmacy, travel and other financial services such as insurance, banking and mortgages.
The Group has over 12 million customers, of which 292,000 of these are investors in their unit trust range, amounting to £2.9 billion of assets under management.
[back to top]Responsible investment
The Co-operative Asset Management's responsible investment origins stem from their co-operative ownership structure which has created a long-standing tradition to operate in a socially responsible manner across all of their diverse business areas.
The Co-operative Asset Management's distinctive approach is reflected in a number of unique investment credentials. They are the only UK fund manager to:
- apply a common core approach to responsible investment across all the funds it manages
- apply active engagement across all the funds it manages (engagement is an important feature of responsible investing in which the fund management group, as a shareholder, uses its influence over companies to encourage them to adopt higher standards of corporate responsibility)
- feed valuable business insights gained from its engagement process back in to company analysis performed for investment purposes.
The Co-operative Asset Management was also the first UK investor to publish its voting record on its website in 2002, a practice now increasingly adopted by fund management groups offering SRI.
[back to top]Sustainable Leaders Trust
A UK growth fund focusing on the core themes of the environment, human welfare and sustainability to generate superior investment returns.
- The increasing importance of the environment, human welfare and sustainability in society provides a positive growth outlook for the Fund.
- Investors can participate in making a positive contribution to society by investing in a fund that promotes environmental responsibility and human welfare issues.
- While past performance is not a reliable indicator of future results, investment performance has been strong, with the Fund in the top quartile against the UK All Companies sector over three years.
UK Income with Growth Trust
A high quality total return UK fund including high-yield fixed income exposure and a focused equity portfolio combining strong long-term themes and recovery potential.
- While past performance is not a reliable indicator of future results, the Fund has a strong track record of top quartile performance over 3 and 5 years.
- As an equity and bond fund, it has lower volatility than all-equity funds.
- The Fund features a clearly defined strategy which combines rigorous analysis of stocks that reflect our long-term themes and companies that exhibit sound recovery potential.
- The Fund focuses on achieving a greater proportion of its total return from income than that of the UK stockmarket whilst providing good levels of capital return.
- The Fund employs The Co-operative Asset Management's distinctive responsible investment approach which fully integrates consideration of financial as well as governance, social, ethical and environmental issues when selecting companies for investment.
UK Growth Trust
A well-established, large cap UK equity fund combining focused stock selection with strong long-term themes.
- A broad, actively managed, UK growth fund concentrating on a clearly defined investment universe of companies greater than £1bn in size.
- Stock selection is driven by strong long-term themes which are currently shaping UK investment opportunities, resulting in an investment philosophy suited to clients with a long-term savings requirement.
- The Fund employs The Co-operative Asset Management's distinctive responsible investment approach which fully integrates consideration of financial as well as corporate governance, social, and environmental issues when selecting companies for investment.
