Campaign
Columbia Threadneedle (Lux) Sustainable Outcomes Global Equity
At a glance
Key facts
Article 8*
Fund inception date
19 May 2021
Fund Manager
Pauline Grange
Typical number of stocks
40 to 60
Benchmarks
MSCI All Country World
Key reasons to invest
1. Clear sustainable objective
The fund aims to provide twin benefits of positive sustainable outcomes and strong financial returns.
2. Differentiated quality approach
We focus on quality companies that have robust competitive advantages, that deliver high returns and stable growth over the long term.
3. Doing good by the planet and society
100% of the portfolio is exposed to positive sustainable outcomes that help deliver solutions and contribute positively to the world’s sustainability challenges.
Risks to be aware of
This fund is suitable for investors who can tolerate high levels of risk and volatility and have 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, currencies and ESG criteria.
Philosophy
What we mean by ‘high-quality’ companies
We believe that:
- Companies that contribute to sustainable outcomes by offering solutions to meet these changing demands will enjoy superior growth, returns and wider competitive moats in the long term.
- Strong and/or improving ESG credentials are a key component of the quality of a company and its management.
- A strong and sustainable competitive advantage is also vital in sustaining a company’s returns on capital over the long term.
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
Video
Podcast
Pauline Grange is a portfolio manager within the Global Equities team. She took up this role in 2007 and is currently lead portfolio manager of the Threadneedle Global Sustainable Outcomes and Threadneedle World Equity strategies and deputy portfolio manager of the Columbia Select Global Equity fund. She also heads the telecoms and utilities sector research team and is the deputy head of the technology sector research team.
Before joining the company, Pauline was a global equity portfolio manager for Investec Asset Management.
Pauline has a Bachelor of Business Science (Honours) in Finance from the University of Cape Town. She also holds the Chartered Financial Analyst designation.
Insights
Global Sustainable Outcomes Q1 2023
Global Sustainable Outcomes Q4 2022
Global Sustainable Outcomes Q3 2022
Fund Manager
Pauline Grange is a portfolio manager within the Global Equities team. She took up this role in 2007 and is currently lead portfolio manager of the Threadneedle Global Sustainable Outcomes and Threadneedle World Equity strategies and deputy portfolio manager of the Columbia Select Global Equity fund. She also heads the telecoms and utilities sector research team and is the deputy head of the technology sector research team.
Before joining the company, Pauline was a global equity portfolio manager for Investec Asset Management.
Pauline has a Bachelor of Business Science (Honours) in Finance from the University of Cape Town. She also holds the Chartered Financial Analyst designation.
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Capabilities
Media type
Themes
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.
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.
Regions
Contact us to find out more
*The Fund is categorised an Article 8 under the EU Regulation 2019/2088 on sustainability related disclosures in the financial services sector (SFDR) and promote environmental or social characteristics as an objective.
Important information: 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 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.
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.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.