Campaign
Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity
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.
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
- 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.
Risks to be aware of
Philosophy
What we mean by quality
- Companies that contribute to sustainable outcomes can enjoy 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 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
Global Sustainable Outcomes Q3 2022
Global Sustainable Outcomes - News & Views Q3 2021
Global Sustainable Outcomes - News & Views Q4 2021
Filter insights on this page
Capabilities
Media type
Themes
Regions
Fund Manager
Contact us to find out more
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.
Contact us to find out more
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.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.