Campaign

Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity

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

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

Key facts

SFDR
Article 8*

Fund inception date

19 May 2021

Fund Manager

Dan Ison

Typical number of stocks

40 to 50

Benchmark
MSCI Europe

Key reasons to invest

  1. 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.
  2. 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
  3. 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.
1Source: PRI, as at May 2021. Threadneedle Asset Management Limited was a founding signatory to the Principles for Responsible Investment in 2006.

Risks to be aware of

This fund is suitable for investors who can tolerate a 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 quality

What we mean by quality diagram
  • Companies that contribute to sustainable outcomes can enjoy growth, returns and wide competitive moats.
  • Strong/improving ESG credentials are a key component of quality.
  • Strong and sustainable competitive advantage sustains returns on capital.
  • Active engagement enables monitoring of ESG and sustainability.

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

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

Dan Ison
Portfolio Manager

Insights

11 November 2022

Pauline Grange

Portfolio Manager

Global Sustainable Outcomes Q3 2022

We look at the impact of higher inflation on markets and strategy performance, and what the US Inflation Reduction Act could mean for the deployment of clean energy and decarbonising the US economy
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

Fund Manager

Contact us to find out more

Dan Ison
Portfolio Manager
Katherine Haesaerts
Head of Wholesale Benelux
Niels Wille
Sales Manager, Benelux

Contact us to find out more

Niels Wille
Sales Manager, Benelux
Katherine Haesaerts
Head of Wholesale Benelux
Niels Wille
Sales Manager, Benelux
*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: 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.