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Columbia Threadneedle Sustainable Outcomes Global Equity Strategy

At a glance

A concentrated Global strategy that invests in high-quality companies targeting positive sustainable outcomes and strong financial returns.

Key facts

  1. Inception date
    31 December 2018
  2. Typical number of stocks
    40 to 60
  3. Reference index
    MSCI All Countries World

Reasons to invest

Twin rewards

The strategy 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

Strategy profile

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

There is no guarantee that the investment objective will be achieved or that return expectations will be met.

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.

Portfolio manager

Video

Podcast

Pauline Grange
Portfolio Manager

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

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

Portfolio manager

Pauline Grange
Portfolio Manager

Contact us to find out more

Dennis Quah
Head of Wholesale Distribution and Head of Product, Asia
Alex Chong
Sales Director, Wholesale Distribution Southeast Asia
Sophia Shi
Sales Manager, Wholesale Distribution Southeast Asia
Dennis Quah
Head of Wholesale Distribution and Head of Product, Asia
Alex Chong
Sales Director, Wholesale Distribution Southeast Asia
Sophia Shi
Sales Manager, Wholesale Distribution Southeast Asia
For Institutional and/or Professional Investors only (Not for distribution to retail investors).

Notice to Investors in Singapore: Threadneedle Investments Singapore (Pte.) Limited (“TIS”) holds a capital markets services licence for fund management under the Securities and Futures Act, Chapter 289 of Singapore (the “SFA”). Columbia Management Investment Advisers, LLC (“CMIA”) and Threadneeedle Asset Management Limited (“TAML”) are each a related corporation of TIS. Pursuant to an arrangement between TIS and CMIA/TAML which has been approved by the Monetary Authority of Singapore, CMIA and TAML are exempt from the requirement to hold a capital markets services licence for fund management under the SFA in respect of its provision of fund management services to clients in Singapore in accordance with the terms of the approval. This document has not been reviewed or registered by any regulatory authority in Singapore. Accordingly, this document may not be circulated or distributed, nor may any funds be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to persons in Singapore other than (i) to an institutional investor pursuant to Section 304 of the SFA, or (ii) otherwise pursuant to, and in accordance with the conditions of, any other applicable provision of the SFA.

Notice to Investors in Hong Kong: The contents of this document have not been reviewed by any regulatory authority in Hong Kong (“HK”). You are advised to exercise caution in relation to the information presented herein. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. Any funds mentioned herein have not been authorised by the Securities and Futures Commission pursuant to the Securities and Futures Ordinance of Hong Kong (the “Ordinance”). Accordingly, the funds may only be offered or sold in HK to persons who are “professional investors” as defined in the Ordinance and any rules made under the Ordinance or in circumstances which are permitted under the Companies (Winding Up and Miscellaneous Provisions) Ordinance of Hong Kong and the Ordinance. In addition, this document may not be issued or possessed for the purposes of issue, whether in HK or elsewhere, and the funds may not be disposed of to any person unless such person is outside HK, such person is a “professional investor” as defined in the Ordinance and any rules made under the Ordinance or as otherwise may be permitted by the Ordinance. This document does not constitute investment advice and is issued without regard to specific investment objectives or the financial situation of any particular recipient.

Notice to Investors in Thailand: This document is not reviewed or approved by the Securities and Exchange Commission, Thailand (“TH”) which takes no responsibility for its contents. No legal or natural persons of TH may directly or acquire any beneficial interest therein without obtaining all prior TH’s governmental approvals that are required, whether statutorily or otherwise. Persons who come into possession of this document are required by the issuer and its representatives to observe these restrictions. Columbia Threadneedle Investments is not licensed in TH.

Notice to Investors in Malaysia: This document has not been reviewed or approved by any regulatory authority in Malaysia (“MY”). As the recognition by the Malaysian Securities Commission pursuant to Section 212 of the Malaysian Capital Markets and Services Act 2007 (the “CMSA”) has not been and will not be obtained, any funds mentioned herein are not being and will not be deemed to be issued, made available, offered for subscription or purchase in MY, and neither this document nor other material in connection therewith should be distributed, caused to be distributed or circulated in MY, save and except to individuals or other legal entities who fall under Paragraphs 3(a), 4, 5, 6, 10, 13 and 24 of Schedule 6 to the CMSA. In addition, no legal or natural persons of MY may directly or indirectly purchase any of the funds or any beneficial interest therein without obtaining all prior governmental approvals that are required, whether statutorily or otherwise. Persons who come into possession of this document are required by the issuer and its representatives to observe these restrictions.

This material is intended for informational purposes only and should not be considered representative of any particular investment. This should not be considered an offer or solicitation to buy or sell any securities or other financial instruments, or to provide investment advice or services. 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. Where references are made to portfolio guidelines and features, these are at the discretion of the portfolio manager and may be subject to change over time and prevailing market conditions. Actual investment parameters will be agreed and set out in the prospectus or formal investment management agreement. Please note that the performance targets may not be attained.

The research and analysis included in this material 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. This material includes forward looking statements, including projections of future economic and financial conditions. None of Columbia Threadneedle Investments, its directors, officers or employees make any representation, warranty, guaranty, or other assurance that any of these forward-looking statements will prove to be accurate. The mention of any specific shares or bonds should not be taken as a recommendation to deal.

This material and its contents are proprietary. It may not be reproduced in any form or passed on to any third party without the express written permission of Columbia Threadneedle Investments. This material is the property of Columbia Threadneedle Investments and must be returned upon request. This material is not investment, legal, tax, or accounting advice. Investors should consult with their own professional advisors for advice on any investment, legal, tax, or accounting issues relating an investment with Columbia Threadneedle Investments.

Issued by Threadneedle Investments Singapore (Pte.) Limited, 3 Killiney Road, #07-07, Winsland House 1, Singapore 239519, which is regulated in Singapore by the Monetary Authority of Singapore under the Securities and Futures Act (Chapter 289). Registration number: 201101559W. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Issued by Threadneedle Portfolio Services Hong Kong Limited 天利投資管理香港有限公司. Unit 3004, Two Exchange Square, 8 Connaught Place, Hong Kong, which is licensed by the Securities and Futures Commission (“SFC”) to conduct Type 1 regulated activities (CE: AQA779). Registered in Hong Kong under the Companies Ordinance (Chapter 622), No. 1173058.

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