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Columbia Threadneedle (Lux) Sustainable Outcomes Global Equity

At a glance

A concentrated Global fund that invests in high-quality companies targeting positive sustainable outcomes and strong financial returns.

Key facts

  1. Fund inception date
    19 May 2021
  2. Typical number of stocks
    40 to 60
  3. Reference index
    MSCI All Countries World

Reasons to invest

Twin rewards

The fund aims to provide positive sustainable outcomes and strong financial returns – these two objectives are perfectly in harmony and enable clients to invest in a better future.

Strong credentials

We are a pioneer in responsible investment with capabilities dating back over 20 years. We were a UN PRI founding signatory and have consistently rated A+ for equities ever since.1

Integrated approach

Our team of responsible investment analysts are fully integrated with fundamental research specialists, and our approach dovetails with the UN Sustainable Development Goals.

1 Source: PRI, as at May 2021. Threadneedle Asset Management Limited was a founding signatory to the Principles for Responsible Investment in 2006.

PDF

Fund profile – Columbia Threadneedle (Lux) Sustainable Outcomes Global Equity

Philosophy

What we mean by ‘high-quality’ companies

We believe that:

  • Companies that contribute to sustainable outcomes by offering solutions to meet these changing demands will enjoy superior growth, returns and wider competitive moats in the long term.
  • Strong and/or improving ESG credentials are a key component of the quality of a company and its management.
  • A strong and sustainable competitive advantage is also vital in sustaining a company’s returns on capital over the long term.

Process

Our sustainable themes mapped to primary SDGs

Investing for change

  • The 17 UN Sustainable Development Goals (SDGs) represent a catalyst for change, creating new investment opportunities
  • Our eight sustainable themes draw on these SDGs and encompass a range of social and environmental outcomes
  • We believe investment based on these themes can deliver not just impact for investors but solid financial returns

PDF

Annual Report 2020

UN logos. Use does not imply UN endorsement of this fund. Use for promotion of the SDGs. Our thematic framework draws on all SDGs, but the primary SDGs per theme are shown here.

Fund Manager

Video

Podcast

Pauline Grange
Portfolio Manager, Global Equities

Pauline Grange interview: sustainability and investing

Global Sustainable Outcomes, and how Covid-19 could change the world for ever

Insights

17 June 2021

Pauline Grange

Portfolio Manager, Global Equities

Fashion eyes sustainability via the circular economy

The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change
Read time - 4 min
15 June 2021

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q1 2021

This issue looks at inflation and the growing conversation around it as it begins to rise across the world, and looks at sustainability within fashion using a visit to London’s flagship Adidas store to look at how brands are tackling the industry’s carbon footprint.
Read time - 12 min
20 May 2021

Andrea Carzana

Portfolio Manager

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Read time - 3 min

Contact us to find out more

Richard Borthwick
Discretionary Sales Manager - North of England, Scotland, Dublin, N. Ireland and Isle of Man

Fund Manager

Pauline Grange
Portfolio Manager, Global Equities

Documents

PDF

Prospectus – Columbia Threadneedle (Lux) Sustainable Outcomes Global Equity

PDF

KIID – Columbia Threadneedle (Lux) Sustainable Outcomes Global Equity

PDF

Columbia Threadneedle Sustainable Outcomes Global Equity Strategy – Annual Outcomes report 2019/20

PDF

Stewardship principles and approach

Key risks

Investment risk

The value of investments can fall as well as rise and investors might not get back the sum originally invested.

CURRENCY RISK

Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.

Political and Financial Risk

The fund invests in markets where economic and regulatory risk can be significant. These factors can affect liquidity, settlement and asset values. Any such event can have a negative effect on the value of your investment.

Effect of Portfolio Concentration

The Fund has a concentrated portfolio (holds a limited number of investments and/or has a restricted investment universe) and if one or more of these investments declines or is otherwise affected, it may have a pronounced effect on the fund’s value.

DERIVATIVES FOR EPM / HEDGING

The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions.

HIGH VOLATILITY RISK

The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used. This means that the fund’s value is likely to fall and rise more frequently and this could be more pronounced than with other funds.

Sustainable Investment Criteria

The Fund aims to invest in companies which deliver sustainable outcomes and in doing so adheres to a set of Sustainable Investment Guidelines. The Guidelines will affect the Fund’s exposure to certain sectors, which may impact the performance of the Fund positively or negatively relative to a benchmark or other funds without such restrictions.

Important Information
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). For Marketing Purposes. Past performance is not a guide to future performance. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. Your capital is at risk. This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments, or to provide investment advice or services. The mention of any specific shares or bonds should not be taken as a recommendation to deal.

Columbia Threadneedle (Lux) is an investment company with variable capital (Société d’investissement à capital variable, or “SICAV”) formed under the laws of the Grand Duchy of Luxembourg. The SICAV issues, redeems and exchanges shares of different classes. The management company of the SICAV is Threadneedle Management Luxembourg S.A.

Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. Documents other than KIIDs are available in English, French, German, Italian, Spanish and Dutch (no Dutch Prospectus). KIIDs are available in local languages. The summary of investor rights is available on our website in English. Documents can be obtained free of charge on request by writing to the management company at 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg, from International Financial Data Services (Luxembourg) S.A. at 47, avenue John F. Kennedy, L-1855 Luxembourg, Grand Duchy of Luxembourg, and /or from www.columbiathreadneedle.com.

Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the Fund.Threadneedle Management Luxembourg S.A. Registered with the Registre de Commerce et des Société (Luxembourg), Registered No. B 110242 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.