CT (Lux) UK Equity Income AEH EUR
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID / KID before making any final investment decisions.
Key Documents
Overview
Fund objective and policy
Fund Managers
Environmental, Social and Governance Introduction
At Columbia Threadneedle Investments we incorporate financially material ESG factors in our research and decision-making with the objective of delivering stronger, long term risk-adjusted returns. Different funds may put more emphasis on ESG factors and some may have specific ESG objectives. The classifications, disclosures and policies below are provided to inform your investment decisions.
Sustainability-related disclosures
Performance
Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past. The return of your investment may change as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation.
Significant Events
Fund Changes
For detailed information on Fund Changes please see "Significant Events - Threadneedle (Lux) Funds" PDF available on www.columbiathreadneedle.com/en/changes//
Key Risks
- The value of investments can fall as well as rise and investors might not get back the sum originally invested.
- Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.
- The Fund may invest in derivatives (complex instruments linked to the rise and fall of the value of other assets) with the aim of reducing risk or minimising the cost of transactions. Such derivative transactions may benefit or negatively affect the performance of the Fund. The Manager does not intend that such use of derivatives will affect the overall risk profile of the Fund.
- The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used. This means that the fund’s value is likely to fall and rise more frequently and this could be more pronounced than with other funds.
- The risks currently identified as applying to the Fund are set out in the "Risk Factors" section of the prospectus.
Investment Process
Key Facts
Fees & Charges
Full Portfolio Holdings
Literature
Regulatory Documents
Fund Literature
Fund Managers
Jeremy Smith is head of the UK Equities team and a portfolio manager at Columbia Threadneedle Investments, having joined the company in 2015. He manages the UK Equity Income strategy, CT UK Growth & Income Fund, and the CT UK Equity Alpha Income Fund, as well as several institutional portfolios. Jeremy is deputy portfolio manager on the CT UK Monthly Income Fund and the CT Monthly Extra Income Fund. Jeremy has over 30 years of experience and has held various roles in the asset management industry including Head of UK Equities at Neptune Investment Management and Director in the UK large cap team at Schroders. During his tenure at Neptune and Schroders, he worked as a portfolio manager with responsibility for a range of UK equity portfolios, as well as an analyst specialising in the oil & gas and chemicals sectors. Jeremy holds a BA (Hons) in History and is also a Chartered Management Accountant (ACMA).
Important Information
Your capital is at risk. Columbia Threadneedle (Lux) I 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)/ 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. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV. 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.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
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