Our Investment Funds


Ethical With-profits Fund

Healthy Investment’s Ethical With-profits Fund aims to provide members with steady growth through a single managed fund over the medium to long term, whilst smoothing out the fluctuations in investment markets.

It offers investors a way to invest and save for their future in an ethical and cautious With-profits Fund which allows them to invest in a mix of different assets including government and company bonds, UK and global shares, commercial property and cash deposits, which might be difficult to achieve as a direct individual investor.

We are, and have been throughout our long history, committed to never investing directly in alcohol, arms, and tobacco industries and gambling and pornography providers. Where we use collective investments to gain exposure to a market or market index that it would be difficult to achieve through direct investments, we ensure that no more than 0.25% of the With-profits Fund is invested in any one of these industries.

There are no investments in firms exclusively mining coal, manufacturing controversial weapons and regular offenders of the ten principles of the United Nations Global Compact.

We seek to invest in companies that demonstrate good environmental, social and governance standards.

Our vision is to invest for a better future, deliver good financial returns and make a difference to society and the environment.

Investing with Healthy Investment means we actively seek the right managers for your investment. Our new partners, Legal and General Investment Managers, were selected for their investment expertise, ability to influence the standards companies maintain and the alignment of their values with those of our members.

The Healthy Investment Ethical With-profits Fund invests in assets which may rise or fall in value, and you may get back less than you invested. Past performance is not a guide to future performance.

All Share Unit-linked Life Fund

For Stakeholder Child Trust Funds and All Share ISAs

Healthy Investment’s All Share Unit-linked Life Fund aims to provide growth by tracking the performance of the UK All-share index.

It meets the government benchmark for stakeholder Child Trust Funds and enables Child Trust Fund holders over the age of 18 to remain invested in the same fund.

The FTSE All Share index is made up of over 600 of the UKs top companies across a wide range of industries.

When the Child Trust Fund was invested with Healthy Investment the initial and any subsequent investments will have purchased a number of units in the fund. Your statement will show how many units you have.

The price of a unit rises and falls with the value of the shares invested in. The unit price as of 17/05/2024 is £1.900.

Ethical Unit-linked Life Fund

For Ethical Child Trust Funds and Ethical Unit-linked ISAs

When the Child Trust Fund was invested with Healthy Investment the initial and any subsequent investments will have purchased a number of units in the fund. Your statement will show how many units you have.

The price of a unit rises and falls with the value of the shares invested in. The unit price as at 17/05/2024 is £1.671.

Coventry Assurance Ring Fence Fund

When the assets of Coventry Assurance were transferred to Healthy Investment in 2011 they were put into a ring fenced fund to ensure that the members of Coventry Assurance benefited from the investment growth.

The fund aims to provide members with steady growth through a low risk, managed fund over a medium to long term, whilst smoothing out the fluctuations in investment markets.

It offered investors a way to invest and save for their future in an ethical and cautious With-profits Fund which allowed them to invest in a mix of different assets which might be difficult to achieve as a direct individual investor.

The Coventry Ring Fenced Fund has never invested directly in companies in certain industries and those whose activities do not accord with our members’ personal values. Examples are the tobacco, armaments, alcohol and fur manufacturing industries, gambling and pornography providers and companies that manufacture products or ingredients that have been tested on animals.

Our vision is to invest for a better future, deliver good financial returns and make a difference to society and the environment.

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