CT UK Social Bond Fund
Woven for social outcomes and long-term returns
A pioneer in social bond investing. We launched the UK’s first daily liquid social bond strategy in 2014, followed by European and US based strategies, and have been a leading advocate of the burgeoning green and social bond markets.Â
The CT UK Social Bond Fund unlocks the full potential of bonds to deliver both financial returns and positive social outcomes.
To meet the twin fund objectives, bond investments are only included if proceeds deliver both a financial return and positive social outcomes. Bonds have the multiple advantages of scale, scope and ‘targeted’ ability to support highly social outcomes and objectives, while they are tradable and offer liquidity.
We actively allocate capital to outcomes that address real social needs predominantly in the UK, using a broad universe of bonds issued by corporates, government agencies, regional & local government bodies, mutuals and charities.
Ratings as at 30.09.2022
Overview
Strength in partnership
Consistent track record in social bond investing
Collaborative approach
Strength in partnership
Our proven experience in both fixed income credit and responsible investment is enhanced by our social partnership with Big Issue Group, social entrepreneurs and a leader and innovator in backing sustainable social businesses in the UK.
The Big Issue Group, brings its expertise and reputation by:
- Advising on our proprietary social classification methodology
- Challenging our social assessments via a quarterly Social Advisory Panel independent panel
- Producing an independent annual report
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Consistent track record in social bond investing
Collaborative approach
Positive Inclusion, Evidence-based Analysis & Engagement
Eligible investments are ranked as high, medium or low intensity by our specialist Responsible Investment team, while our credit research analysts ensure investment ideas pass rigorous financial, ESG and liquidity tests for inclusion in the portfolio.
We actively engage with company management to understand how their businesses work and take a proactive role with both corporates and government in the development and growth of the social bond market.
Insights
CT UK Social Bond Fund outcomes report 2023 - transport and communications infrastructure
UK Social Bond Fund outcomes report 2023 - Affordable housing and property
CT UK Social Bond Fund - Foreword 2023
Full fund details
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Capabilities
Media type
Strength in partnership
Themes
Regions
Fund Manager
Tammie Tang joined the company in 2012 as an investment grade portfolio manager. She is the lead manager for various UK credit portfolios which includes the Threadneedle Pensions Corporate Bond Fund. Tammie is also a company appointed trustee for the Threadneedle defined benefits pension plan.
Tammie has held prior roles at PricewaterhouseCoopers in Sydney and at JPMorgan in New York. She is a Fellow of the Institute of Actuaries Australia and she has a Master of Statistics from the University of New South Wales.
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Key risks
Past performance is not a guide to future returns and the fund may not achieve its investment objective. Your capital is at risk. The value of investments can fall as well as rise and investors might not get back the sum originally invested. The fund holds assets which could prove difficult to sell. The fund may have to lower the selling price, sell other investments or forego more appealing investment opportunities. Most bond and cash funds offer limited capital growth potential and an income that is not linked to inflation. Inflation is likely to affect the value of capital and income over time. Changes in interest rates are likely to affect the fund’s value. In general, as interest rates rise, the price of a fixed rate bond will fall, and vice versa. The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions. The fund invests in securities whose value would be significantly affected if the issuer either refused to pay or was unable to pay or perceived to be unable to pay. The fund holds assets which could prove difficult to sell. The fund may have to lower the selling price, sell other investments or forego more appealing investment opportunities. Most bond and cash funds offer limited capital growth potential and an income that is not linked to inflation. Inflation is likely to affect the value of capital and income over time. Changes in interest rates are likely to affect the fund’s value. In general, as interest rates rise, the price of a fixed rate bond will fall, and vice versa. The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions. Please read the Key Investor Information Document and the Fund Prospectus if considering investing.
Columbia Threadneedle Opportunity Funds (UK) ICVC is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a Non-UCITS scheme. 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 current Prospectus, the Key Investor Information Document (KIID), latest annual or interim reports and the applicable terms & conditions are available from Columbia Threadneedle Investments at PO Box 10033, Chelmsford, Essex CM99 2AL, your financial advisor and/or on our website www.columbiathreadneedle.com. Issued by Threadneedle Investment Services Limited. Registered in England and Wales, Registered No. 3701768, Cannon Place, 78 Cannon Street London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
