Threadneedle (Lux) European Social Bond
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
At a glance
Key facts
SFDR
Article 8*
Fund Inception date:
23 May 2017
Fund Manager
Tammie Tang
Benchmarks notes:
Composite index comprising:
50% ICE BofA Euro Non-Sovereign;
50% ICE BofA Euro Corporate Euroland Issuers
Source: Towards Sustainability valid + 2021
Investing in positive social outcomes
The decision to invest in the promoted fund should also take into account all the characteristics or objectives of the promoted fund as described in its prospectus. The fund’s sustainability related disclosures can be found here.
Annual Impact Report
We believe in
Key reasons to invest
- Innovative approach: Using a dynamic social research methodology to guide investment decisions, the portfolio manager actively sources bonds that combine clear social benefits with sound financial attributes.
- Strength in partnership: Our strong reputation across both fixed income credit and social investment is enhanced by our social partnership with INCO Group1, an organisation focused on the European social economy and a leader in assessing sustainable social businesses.
- Proven track record in social bond investing: We have successfully managed outcomes-focused social bond strategies since 2013, and have over €1 billion invested in a range of strategies for clients in the UK, Europe and the US.
Risks to be aware of
This fund is suitable for investors who can tolerate a moderate level of risk in return for solid returns over a medium-term investment horizon. Investors should read the Prospectus for a full description of all risks.
Investment risks: Investment in debt securities, derivatives and currencies.
Associated risks: The fund may be exposed to additional credit, market, interest rate and liquidity risks due to the nature of investing in debt markets.
Investment approach
Outcome-focused approach aligned with SDGs
Social assessment methodology directs investments to positive social outcomes
Our social partner, INCO Group, brings its expertise and reputation by deepening the research on the social outcomes of potential investments; reviewing, advising and monitoring our social assessments via a quarterly Social Advisory Panel; and producing an independent annual report.
Insights
Thematic Insight: Managing the Human Capital Transition
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Social norms: the growing bond market that is increasingly delivering impact
Fund Manager
Tammie Tang joined the company in 2012 as an investment grade portfolio manager. She is the lead manager for various UK credit portfolios which includes the Threadneedle Pensions Corporate Bond Fund. Tammie is also a company appointed trustee for the Threadneedle defined benefits pension plan.
Tammie has held prior roles at PricewaterhouseCoopers in Sydney and at JPMorgan in New York. She is a Fellow of the Institute of Actuaries Australia and she has a Master of Statistics from the University of New South Wales.
The LuxFLAG ESG Label is valid for the period ending on 30 September 2022. Investors must not rely on LuxFLAG or the LuxFLAG Label with regard to investor protection issues and LuxFLAG cannot incur any liability related to financial performance or default.
Important information: 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 Information Document 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. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV.
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.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.