Kampagne

CT (Lux) Sustainable Outcomes Global Equity

Beim vorliegenden Dokument handelt es sich um Marketingmaterial. Bitte beachten Sie den Verkaufsprospekt des OGAW und die KID, bevor Sie eine endgültige Anlageentscheidung treffen.

Auf einem Blick

Ein konzentrierter globaler Fonds, der in außergewöhnliche Unternehmen investiert, die positive nachhaltige Ergebnisse und finanzielle Renditen liefern.

Wesentliche Fakten

SFDR
Artikel 9*

Auflegungsdatum des Fonds 19. Mai 2021
Fondsmanagerin Pauline Grange
Typische Anzahl an Aktien 40 bis 60
Referenzindex MSCI All Countries World

Hauptgründe für eine Anlage

  1. Klares Nachhaltigkeitsziel:  Der Fonds strebt einen doppelten Nutzen an: positive nachhaltige Ergebnisse und starke finanzielle Renditen.
  2. Ein differenzierter Qualitätsansatz: Wir konzentrieren uns auf Qualitätsunternehmen mit einer starken Wettbewerbsposition, die langfristig hohe Renditen sowie ein stabiles Wachstum erzielen.
  3. Gutes tun für unseren Planeten und die Gesellschaft: Das Portfolio ist zu 100% auf nachhaltige Ergebnisse ausgerichtet, die positive Beiträge im Hinblick auf die weltweiten Nachhaltigkeitsherausforderungen leisten und entsprechende Lösungen liefern.

Zu beachtende Risiken

Dieser Fonds eignet sich für Anleger, die über einen langfristigen Anlagehorizont ein hohes Risiko und eine hohe Volatilität in Kauf nehmen können. Anleger könnten ihr Kapital ganz oder teilweise verlieren und sollten den Verkaufsprospekt lesen, in dem sämtliche Risiken ausführlich beschrieben sind. Anlagerisiken: Anlage in Aktien, Portfoliokonzentration, Währungen und ESGKriterien.

PDF

Fund profile – Columbia Threadneedle (Lux) Sustainable Outcomes Global Equity

Philosophie

Was wir meinen, wenn wir von „Qualität“ sprechen

What we mean by ‘high-quality’ companies diagram
  • Unternehmen, die zu nachhaltigen Ergebnissen beitragen, können Wachstum, Renditen und breite Wettbewerbsgräben genießen.
  • Eine starke/verbessernde ESG-Bilanz ist ein wesentlicher Bestandteil der Qualität.
  • Ein starker und nachhaltiger Wettbewerbsvorteil sichert die Kapitalrendite.
  • Aktives Engagement ermöglicht die Überwachung von ESG und Nachhaltigkeit..

Prozess

Unsere Nachhaltigkeitsthemen basierend auf den UN Sustainable Development Goals

Our sustainable themes mapped to primary SDGs

Investieren für den Wandel

  • Die 17 UN Sustainable Development Goals (SDGs) werden als Katalysator für den Wandel angesehen, die neue Investitionsmöglichkeiten bieten
  • Wir konzentrieren uns auf eine Auswahl von acht der 17 Nachhaltigkeitsziele der UN, denen wir die höchste Relevanz für Investments beimessen
  • Wir sind überzeugt, dass Anlagen basierend auf diesen Kriterien nicht nur der Nachhaltigkeit dienen sondern auch langfristige Erträge generieren

PDF

Annual Social Performance Report 2020
UN Logos. Verwendung impliziert keine Bewerbung seitens der UN für diesen Fonds. Zu verwenden für die Promotion der SDGs. Unser thematisches Research bezieht alle SDGs ein, hier werden nur die primären SDGs für jeden Bereich gezeigt.

Fondsmanager​

Video

Podcast

Pauline Grange
Portfolio Manager
Pauline Grange interview

Pauline Grange interview: sustainability and investing

Global sustainable outcomes - News & Views

Global Sustainable Outcomes, and how Covid-19 could change the world for ever

Insights

12 Februar 2024

Pauline Grange

Portfolio Manager

Global Sustainable Outcomes Q4 2023

From an AI explosion to excitement around obesity treatments, there were a number of structural investment themes that supported stronger-than-expected earnings growth across several holdings within the CT Sustainable Outcomes Global Equity strategy.
Read time - 1 min
4 Mai 2023

Pauline Grange

Portfolio Manager

Global Sustainable Outcomes Q1 2023

Is our 'stolen focus' one reason for the world's slow response to the climate crisis?
Read time - 10 min
14 März 2023

Pauline Grange

Portfolio Manager

Global Sustainable Outcomes Q4 2022

COPs, climate change and biodiversity – what will the recent conferences actually achieve?
Read time - 3 min

Fund Manager

Pauline Grange
Portfolio Manager

Documents (LU2282709976)

Important information: Your capital is at risk. This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments.

The Fund is a sub-fund of Columbia Threadneedle (Lux) II, a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A..

The SICAV´s current Prospectus, the Key Investor Information Document (KIID)/Key Information Document (KID) 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. 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. Past performance is calculated according to the BVI method in Germany.

Columbia Threadneedle (Lux) II is a collective investment scheme pursuant to Section 235 of the United Kingdom’s Financial Services and Markets Act 2000, as amended (“FSMA”). Notification has been made to the FCA under the National Private Placement Regime (NPPR) to market this fund in the UK. Prospective Investors are advised that all, or most, of the protections afforded by the United Kingdom regulatory system will not apply to an investment in the Fund and that compensation will not be available under the United Kingdom Financial Services Compensation Scheme.

Neither the SICAV nor any compartment has been approved by the Swiss Financial Market Supervisory Authority (“FINMA”) for offering to non-qualified investors pursuant to Art. 120 para. 1 of the Swiss Federal Act on Collective Investment Schemes of 23 June 2006, as amended (“CISA”). In addition, the management company has not and does not intend to appoint a Swiss representative or a Swiss paying agent for the shares offered in Switzerland. Accordingly, the shares may only be offered or advertised, and this information may only be made available, in Switzerland to qualified investors within the meaning of CISA who are not high-net-worth individuals (or private investment structures established for high-net-worth individuals) having opted out to professional client status under Art. 5 para. 1 of the Swiss Federal Act on Financial Services. Investors in the shares do not benefit from the specific investor protection provided by CISA and the supervision by the FINMA in connection with the approval for offering. This material should not be considered as an offer, solicitation, advice or an investment recommendation. An investment may not be suitable for all investors and independent professional advice, including tax advice, should be sought where appropriate. 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. In Spain, Columbia Threadneedle (Lux) II is registered with the CNMV under No. 2022. The Fund is a non-Spanish collective investment scheme duly registered with the CNMV for marketing in Spain. The fund should be subscribed to through locally authorised appointed distributors. Investors must read the relevant Prospectus and KID for each fund they want to invest before subscribing. All other statutory documentation, as well as the NAV can be obtained from www.columbiathreadneedle.com.

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. This document may be made available to you by an affiliated company which is part of the Columbia Threadneedle Investments group of companies: Columbia Threadneedle Management Limited in the UK; Columbia Threadneedle Netherlands B.V. in the EEA; Columbia Threadneedle Investments (Swiss) GmbH in Switzerland, acting as representative office of Columbia Threadneedle Management Limited. Certain funds and/or share classes may not be available in all jurisdictions.

© 2024 Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies

Issued by 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.