Campaign
CT (Lux) Responsible Global Equity Fund
Still pioneers after 25 years
Our CT (Lux) Responsible Global Equity Fund was founded in 2005 and is following the same strategy as its sister fund in the UK, which adopted its global remit in 1998 and is celebrating its 25th anniversary. The portfolio is built around our robust ‘Avoid, Improve, Invest’ philosophy and draws on a wealth of expertise in environmental, social and governance (ESG) investing together with the capabilities of our 40+ strong responsible investment team.
The fund targets long-term capital growth with stock selection focused within defined sustainability-orientated investment themes. Our active management ethos extends to stewardship activities and considered engagement to drive positive change in the world. We aim to measure our impact along the way, improving how we rank against a range of sustainability metrics over time.
25 years of Responsible Global Equity – still learning every day
Why Responsible Global Equity?
Robust approach
A clear avoid, invest, improve philosophy drawing on three layers of expertise – portfolio managers, responsible investment specialists and an independent Responsible Investment Advisory Committee.
Sustainability focused
A portfolio structured around seven long-term sustainability-orientated megatrends including resource efficiency, energy transition and health & well-being.
Defined quality
An actively managed high conviction portfolio. The team are clear in their definition of what makes a quality company and disciplined in their approach to valuation.
Measuring impact
Analysis of the portfolio’s impact relative to key sustainability metrics together with SDG alignment and engagement activities and case studies.
Still pioneers after 25 years
Insights
CT Responsible Global Equity Strategy - ESG Profile and Impact Report 2022
Still pioneers after 25 years
ESG Viewpoint: Evaluating ESG Progress at South Korean companies
Literature
Key risks
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.
Important information
IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes. Your capital is at risk.
Columbia Threadneedle (Lux) III is a société d’investissement à capital variable (SICAV), registered in Luxembourg and authorised by the Commission de Surveillance du Secteur Financier (CSSF) 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)/ 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. In Switzerland from Banque Cantonale de Genève,17, quai de l’Ile ,1204 Genève , Switzerland and in the UK from Columbia Threadneedle Investments, Cannon Place, 78 Cannon Street, London EC4N 6AG, telephone: Client Services on 0044 (0)20 7011 4444 and / or email: [email protected] Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV.
Past performance is calculated according to the BVI method in Germany. In Spain, Columbia Threadneedle (Lux) III is registered with the CNMV under No. 668. 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.
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. As from 28th April 2025, Threadneedle Management Luxembourg S.A. registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 6E route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg.
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