Our funds

The Co-operative Investments offers four funds managed by our Manchester-based team of responsible investment professionals who specialise in investing in UK companies:

Ethical Sustainable Leaders Trust
Shares and bonds UK Income with Growth Trust
UK companies UK Growth Trust
I love monthly income Corporate Bond Income Trust

We also offer two funds that invest in overseas companies. UBS, a leading global fund manager, manages these funds on our behalf.

Europe European Growth Trust
USA companies US Growth Trust

Create a tailored portfolio to suit you

A Co-operative Financial Adviser can help you establish your attitude to risk and your income or growth needs, and then guide you in developing a portfolio to suit you, from the range of investments we offer.

You can either choose a combination of income-producing (Corporate Bond Income) or growth funds (Sustainable Leaders, UK Growth), or a single fund to give you the best of both worlds (UK Income with Growth). If you're more adventurous, you can invest beyond the UK and choose European Growth or US Growth.

Please remember that the values of unit trusts can go down as well as up; neither the capital nor level of any income is guaranteed.

How to apply

UK Income with Growth Trust - Find out more.