Campaign

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 financial returns.

Key facts

SFDR
Article 8*

Fund inception date
19 May 2021

Fund Manager
Pauline Grange

Typical number of stocks
40 to 60


Benchmarks
MSCI All Country World  

Key reasons to invest

1. Clear sustainable objective

The fund aims to provide twin benefits of positive sustainable outcomes and strong financial returns.

2. Differentiated quality approach

We focus on quality companies that have robust competitive advantages, that deliver high returns and stable growth over the long term.

3. Doing good by the planet and society

100% of the portfolio is exposed to positive sustainable outcomes that help deliver solutions and contribute positively to the world’s sustainability challenges.

PDF

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

Risks to be aware of

This fund is suitable for investors who can tolerate high levels of risk and volatility and have a long-term investment horizon. Investors could lose some or all their capital and should read the Prospectus for a full description of all risks.

Investment risks: Investment in equities, portfolio concentration, currencies and ESG criteria.

Philosophy

What we mean by ‘high-quality’ companies

What we mean by ‘high-quality’ companies diagram

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

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
Pauline Grange interview

Pauline Grange interview: sustainability and investing

Global sustainable outcomes - News & Views

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

Insights

9 December 2021

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q3 2021

We look at the economic consequences of shutting down the world and then hitting the restart button; as well as the issue of increasing water scarcity around the globe and the social and economic costs of finding solutions to this.
Read time - 12 min
9 December 2021

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q4 2021

Pauline Grange, Portfolio Manager, and Jess Williams, Portfolio Analyst, take a look at 2021 as a whole from a responsible investment point of view – from the COP26 conference and country and region responses to the climate crisis, to ongoing fossil fuel use and net-zero issues.
Read time - 12 min
9 September 2021

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q2 2021

This issue looks at how different levels of vaccination and approaches to dealing with Covid-19 have led to some world economies lagging others, and explores how this year the climate crisis became real and what this means for businesses.
Read time - 12 min

Fund Manager

Pauline Grange
Portfolio Manager

Contact us to find out more

Victor Rozental
Sales Director Nordics
Victor Rozental
Sales Director Nordics

*The Fund is categorised an Article 8 under the EU Regulation 2019/2088 on sustainability related disclosures in the financial services sector (SFDR) and promote environmental or social characteristics as an objective.

Important information: Your capital is at risk. Threadneedle (Lux) is a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A.. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The SICAV´s current Prospectus, the Key Investor Information Document (KIID) and the summary of investor rights are available in English and/ or in local languages (where applicable) from the Management Company Threadneedle Management Luxembourg S.A., International Financial Data Services (Luxembourg) S.A., your financial advisor and/or on our website www.columbiathreadneedle.com. These documents are available in Switzerland from the Swiss Representative and Paying Agent RBC Investor Services Bank S.A., Esch-sur-Alzette, Zurich branch, Bleicherweg 7, CH 8027 Zurich. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV. Pursuant to article 1:107 of the Act of Financial Supervision, the sub-fund is included in the register that is kept by the AFM. Threadneedle (Lux) is authorised in Spain by the Comisión Nacional del Mercado de Valores (CNMV) and registered with the relevant CNMV’s Register with number 177. Past performance is calculated according to the BVI method in Germany.

In the EEA and Switzerland: Issued by Threadneedle Management Luxembourg S.A. registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 44 rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. In the UK: Issued by Threadneedle Asset Management Limited. Registered in England and Wales, No. 573204. Registered Office: 78 Cannon Street, London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority. In the Middle East: This document is distributed by Columbia Threadneedle Investments (ME) Limited, which is regulated by the Dubai Financial Services Authority (DFSA). For Distributors: This document is intended to provide distributors’ with information about Group products and services and is not for further distribution. For Institutional Clients: The information in this document is not intended as financial advice and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a Professional Client or Market Counterparties and no other Person should act upon it.

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.