Our Investment Funds


Ethical With-profits Fund

Healthy Investment’s Ethical With-profits Fund aims to provide members with steady growth through a low risk, actively managed fund over a 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.

The Healthy Investment With-profits Fund does not directly invest in companies in alcohol, arms or tobacco industries and gambling and pornography providers.

Stakeholder Child Trust Fund Unit-linked Life Fund

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

It meets the government benchmark for a stakeholder fund.

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

Healthy Investment Ethical CTF Unit-Linked Life Fund

The purpose of the fund is to provide cautious capital growth over the long term. Healthy Investment’s Ethical Child Trust Fund invests in a narrower range of stocks and shares than a stakeholder Child Trust Fund.

The fund also includes other investments like corporate and government bonds, property and bank deposits, which are less risky but may offer less opportunity for capital growth over the term of the investment.

The Healthy Investment Ethical Child Trust Fund Unit-Linked Life Fund does not invest your child’s money in companies in the alcohol, arms or tobacco industries and gambling and pornography providers.

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 benefit from the investment growth.

The fund aims to provide members with steady growth through a low risk, actively managed fund over a 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.

The Coventry Assurance Ring Fenced Fund does not directly invest in companies in alcohol, arms or tobacco industries and gambling and pornography providers.