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Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity

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At a glance
Reasons to invest
Philosophy and process
Insights
Fund Manager
Contact us
Literature
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.

At a glance

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

Explore the fund in detail

Key facts

SFDR
Article 8*

Fund inception date
19 May 2021

Fund Manager
Dan Ison

Typical number of stocks
40 to 50

Benchmark
MSCI Europe

Key reasons to invest

  1. 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.
  2. 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
  3. 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.
1Source: PRI, as at May 2021. Threadneedle Asset Management Limited was a founding signatory to the Principles for Responsible Investment in 2006.

Risks to be aware of

This fund is suitable for investors who can tolerate a 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 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

Dan Ison
Portfolio Manager
Read full bio
Dan Ison
Dan Ison
Portfolio Manager

Dan Ison joined the company in 2007 as a Portfolio Manager within the European equities team. He manages the Threadneedle (Lux) Pan European ESG Equities, as well as a number of institutional portfolios.

 

He started his career with Baring Asset Management in 1994 as an equity portfolio manager and then moved to Beaumont Capital (later acquired by Schroders) in 2001 as a Partner / Director; he was then a Partner at Clareville Capital.

 

Dan holds a degree in chemistry from the University of Oxford. He holds the Investment Management Certificate.

Insights

29 March 2022
Equities
Responsible investment

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q4 2021

Pauline Grange, Portfolio Manager, and Jess Williams, Portfolio Analyst, take a look at 2021 as a whole from a responsible investment point of view – from the COP26 conference and country and region responses to the climate crisis, to ongoing fossil fuel use and net-zero issues.
Read more
Read time - 12 min
9 December 2021
Equities
Responsible investment

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 more
Read time - 12 min
9 September 2021
Equities
Responsible investment

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 more
Read time - 12 min

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Fund Manager

Contact us to find out more

Dan Ison
Portfolio Manager
Read full bio
Dan Ison
Dan Ison
Portfolio Manager

Dan Ison joined the company in 2007 as a Portfolio Manager within the European equities team. He manages the Threadneedle (Lux) Pan European ESG Equities, as well as a number of institutional portfolios.

 

He started his career with Baring Asset Management in 1994 as an equity portfolio manager and then moved to Beaumont Capital (later acquired by Schroders) in 2001 as a Partner / Director; he was then a Partner at Clareville Capital.

 

Dan holds a degree in chemistry from the University of Oxford. He holds the Investment Management Certificate.

Victor Rozental
Sales Director Nordics
+46 850 256 538

Contact us to find out more

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Victor Rozental
Sales Director Nordics
+46 850 256 538
*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: Your capital is at risk. 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 Investor Information Document (KIID) 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. These documents are available in Switzerland from the Swiss Representative and Paying Agent RBC Investor Services Bank S.A., Esch-sur-Alzette, Zurich branch, Bleicherweg 7, CH 8027 Zurich. 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. Threadneedle (Lux) is authorised in Spain by the Comisión Nacional del Mercado de Valores (CNMV) and registered with the relevant CNMV’s Register with number 177. Past performance is calculated according to the BVI method in Germany.

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.

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