Sustainable Leaders Trust
Principles and performance go hand-in-hand
Are you one of the thousands of people becoming more and more concerned about climate change, alternative energy or nuclear power? This fund helps you invest your money in a responsible way without sacrificing the returns you can expect to achieve.
What it invests in
About 50 small, medium and large companies, mainly based in the UK, that contribute to the environment, human welfare and sustainability. Avoids nuclear power, armaments and tobacco companies.
Who it is suited to
Especially suited to investors holding ethical views who do not want to invest in nuclear power, armaments and tobacco companies.
Risk Profile
Balanced – The fund is suitable for investors who are prepared to accept average, or slightly above average, risk to their capital, in order to achieve an improved potential return on their money. Remember that the value of stock market-based investments can go down as well as up and the capital is not guaranteed.
Find out more about how we invest your money.
Read the latest on our Sustainable Leaders Trust.
About the Fund Manager
Mike Fox
"I manage this fund in a way that combines principles with performance. The ethical considerations I take into account and The Co-operative Insurance's responsible investment approach work together to help me achieve this goal"
Please read the following documentation
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- Download our latest fund factsheet (PDF - 0.2Mb)
- Sustainable Leaders Trust Newsletter (PDF - 0.3Mb)
Past performance is not a reliable indicator of future results.
Download an application form if you would like to invest now or book an appointment with a Co-operative Financial Adviser if you would like more information about this fund.
