Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity

At a glance

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

Key facts

  1. Fund inception date
    19 May 2021
  2. Typical number of stocks
    40 to 50
  3. Reference index
    MSCI Europe

Reasons to invest

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.

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

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.

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


Fund profile – Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity


What we mean by quality

  • Companies that contribute to sustainable outcomes can enjoy superior 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.


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


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 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
20 July 2021

Andrea Carzana & Natalia Luna

Portfolio Manager & Senior Thematic Investment Analyst, Responsible Investment

EU’s ‘Fit for 55’ strengthens sustainable outcomes focus

The European Commission has unveiled its Fit for 55 roadmap setting out the transformation to deliver the European Union’s 2030 target of reducing net greenhouse gas emissions by at least 55% by 2030.
Read time - 5 min

Fund Manager

Contact us to find out more

Dan Ison
Portfolio Manager
Prosper van Zanten
Head of Benelux & Institutional Distribution, Netherlands

Contact us to find out more

Prosper van Zanten
Head of Benelux & Institutional Distribution, Netherlands



Prospectus – Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity


KIID – Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity

Key risks

Investment risk

The value of investments can fall as well as rise and investors might not get back the sum originally invested.


Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.

Effect of Portfolio Concentration

The Fund has a concentrated portfolio (holds a limited number of investments and/or has a restricted investment universe) and if one or more of these investments declines or is otherwise affected, it may have a pronounced effect on the fund’s value.


The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions.


The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used. This means that the fund’s value is likely to fall and rise more frequently and this could be more pronounced than with other funds.

Sustainable Investment Criteria

The Fund aims to invest in companies which deliver sustainable outcomes and in doing so adheres to a set of Sustainable Investment Guidelines. The Guidelines will affect the Fund’s exposure to certain sectors, which may impact the performance of the Fund positively or negatively relative to a benchmark or other funds without such restrictions.

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) This is an advertising document. 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. Your capital is at Risk.
This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments, or to provide investment advice or services. Columbia Threadneedle (Lux) is an investment company with variable capital (Société d’investissement à capital variable, or “SICAV”) formed under the laws of the Grand Duchy of Luxembourg. The SICAV issues, redeems and exchanges shares of different classes. The management company of the SICAV is Threadneedle Management Luxembourg S.A.Certain sub-funds of the SICAV are registered in Austria, Belgium, Denmark, France, Finland, Germany, Iceland, Ireland, Italy, Liechtenstein, Luxembourg, the Netherlands, Norway, Singapore, Spain, Sweden, Switzerland, and the UK; however, this is subject to applicable jurisdictions and some sub-funds and/or share classes may not be available in all jurisdictions. Shares in the Funds may not be offered to the public in any other country and this document must not be issued, circulated or distributed other than in circumstances which do not constitute an offer to the public and are in accordance with applicable local legislation. Shares in the Funds may not be offered, sold or delivered directly or indirectly in the United States or to or for the account or benefit of any “U.S. Person”, as defined in Regulation S under the 1933 Act. Het compartiment is op grond van artikel 1:107 van de Wet op het financieel toezicht opgenomen in het register dat wordt gehouden door de Autoriteit Financiële Markten. / Pursuant to article 1:107 of the Act of Financial Supervision, the subfund is included in the register that is kept by the AFM. Please read the Prospectus before investing. Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. Documents other than KIIDs are available in English, French, German, Italian, Spanish and Dutch (no Dutch Prospectus). KIIDs are available in local languages. 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, and /or from The mention of any specific shares or bonds should not be taken as a recommendation to deal. The analysis included in this document has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Threadneedle Management Luxembourg S.A. Registered with the Registre de Commerce et des Société (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.