Threadneedle (Lux) European Social Bond Fund
At a glance
Key facts
Fund Inception date:
23 May 2017
Benchmarks notes:
Composite index comprising:
50% ICE BofA Euro Non-Sovereign;
50% ICE BofA Euro Corporate Euroland Issuers
Investing in positive social outcomes
Annual Social Impact Report
We believe in...
Reasons to invest
- Innovative approach: The fund unlocks the full potential of bonds with the aim to deliver both financial returns and positive social outcomes. 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*, 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 managed outcomes-focused social bond strategies for over three years and have delivered risk-adjusted returns for our investors.
We believe in...
Investment approach
Outcome-focused approach aligned with SDGs
Alignment of Social Bond strategy focus with UN SDGs
Insights
Climate change: reassessing the risks of wildfires
Responsible Investment Quarterly - Q2 2021
Global Sustainable Outcomes - News & Views Q2 2021
Fund Manager
Simon Bond joined the company in 2003 and has been the portfolio manager of the Threadneedle UK Social Bond Fund since its launch in 2013, as well as the Threadneedle (Lux) European Social Bond Fund which launched in 2017. Having previously managed a number of institutional and retail investment grade corporate bond portfolios, Simon now concentrates his focus on managing Columbia Threadneedle's social bond portfolios and developing other responsible investment strategies across the firm.
Simon has 34 years' experience in the fund management industry, with the last 29 years specialising in corporate credit. Throughout his career, Simon has taken a keen interest in the social investment space and as an analyst the first entity Simon reported on was Peabody Trust and the first sector he covered was housing associations. Simon is particularly passionate about the role of infrastructure in both regeneration and economic growth.
Prior to joining the firm, Simon managed £6 billion in his role as the Senior UK Credit Fund Manager for AXA. Simon also worked for GE Insurance as a Portfolio Manager, Provident Mutual as a Fixed Income Analyst and Hambros Bank as an Investment Accountant and Pension Fund Investment Administrator.
Simon is a Fellow of the Chartered Institute for Securities and Investment, holds the Investment Management Certificate and the General Registered Representatives Certificate.
Key risks
Investment risk
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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.
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, from www.columbiathreadneedle.com and/or in Belgium from CACEIS Belgium S.A., avenue du Port 86 C b 320, 1000 Brussels. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the Fund. The mention of any specific shares or bonds should not be taken as a recommendation to deal. The fund characteristics described above are internal guidelines (rather than limits and controls). They do not form part of the fund’s objective and policy and are subject to change without notice in the future.
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.