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.

We avoid investing in companies in certain industries and those whose activities are not in 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.

We seek to invest in companies that are explicitly involved in activities that benefit society and the environment. Examples are companies that are tackling climate change, promoting a low carbon economy, promoting diversity and equal opportunities, and improving energy efficiency.

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

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 at 23/07/2021 is £1.567.

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 23/07/2021 is £1.828.

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 Ring Fenced Fund does not invest in companies in certain industries and those whose activities are not in 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.

We seek to invest in companies that are explicitly involved in activities that benefit society and the environment. Examples are companies that are tackling climate change, promoting a low carbon economy, promoting diversity and equal opportunities, and improving energy efficiency.

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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