Threadneedle (Lux) Global Focus

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.

At a glance

A best ideas global equity fund that invests in quality growth companies with durable competitive advantages and the ability to generate strong and sustainable returns.

Key facts

Fund inception date
31 March 2013
Fund Manager
David Dudding
Benchmarks
MSCI ACWI Index

Key reasons to invest

1. Differentiated investment approach

A clear and consistent quality approach focusing on competitive advantage to deliver strong, sustainable returns.

2. Accesses the best global ideas

Freedom to invest without constraints across regions, sectors and market capitalisation, accessing both developed and emerging markets.

3. Strength in research

Global research capabilities and bottom-up stock picking drive high-conviction portfolio holdings.

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Fund profile – Threadneedle (Lux) Global Focus

Risks to be aware of

This fund is suitable for investors who can tolerate higher levels of risk and volatility in return for higher returns over 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 and currencies.

Investment approach

We search for quality stocks which have durable competitive advantages alongside robust business models, and therefore strong and sustainable long-term growth potential. The global equities team thoroughly analyses both company fundamentals and industry prospects. We use a research framework to identify the source and durability of companies’ with ESG analysis central to this approach.

Fund Manager

David Dudding
Portfolio Manager, Global Equities

Contact us to find out more

Katherine Haesaerts
Sales Director, Belgium
Niels Wille
Sales Manager, Benelux

Insights

1 April 2022

Investment team updates - Market updates 1 April 2022

Latest news from around the investment desks.
Read time - 3 min
30 March 2022

Natasha Ebtehadj

Portfolio Manager, Global Equities

3D vision: decarbonisation, defence and deglobalisation

Natasha Ebtehadj looks at three themes that will likely endure following the events of the past month in Ukraine
Read time - 4 min
29 March 2022

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

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.