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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 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.

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

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
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

Fund Manager

Contact us to find out more

Andrea Carzana
Portfolio Manager
Victor Rozental
Sales Director Nordics

Contact us to find out more

Victor Rozental
Sales Director Nordics
Claude Ewen
Head of Wholesale, Netherlands & Luxembourg
Niels Wille
Client Service Manager, Benelux

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.

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). 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. 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. 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. 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, and /or from www.columbiathreadneedle.com. 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 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 11024, 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.