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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 ACWI Index

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.

PDF

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

Philosophy

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.

Process

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

Andrea Carzana
Portfolio Manager

Insights

17 June 2021

Pauline Grange

Portfolio Manager, Global Equities

Fashion eyes sustainability via the circular economy

The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change
Read time - 4 min
15 June 2021

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q1 2021

This issue looks at inflation and the growing conversation around it as it begins to rise across the world, and looks at sustainability within fashion using a visit to London’s flagship Adidas store to look at how brands are tackling the industry’s carbon footprint.
Read time - 12 min
20 May 2021

Andrea Carzana

Portfolio Manager

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Read time - 3 min

Fund Manager

Contact us to find out more

Andrea Carzana
Portfolio Manager
Niels Wille
Sales Associate, Benelux
Claude Ewen
Head of Wholesale, Netherlands & Luxembourg

Contact us to find out more

Niels Wille
Sales Associate, Benelux
Claude Ewen
Head of Wholesale, Netherlands & Luxembourg
Niels Wille
Sales Associate, Benelux
Claude Ewen
Head of Wholesale, Netherlands & Luxembourg

Documents

PDF

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

PDF

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.

CURRENCY RISK

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.

DERIVATIVES FOR EPM / HEDGING

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

HIGH VOLATILITY RISK

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.