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CT (Lux) Sustainable Global Equity Enhanced Income Fund
The world is changing and the drive for sustainability is transforming the investment landscape. By identifying and investing in sustainability leaders, the CT (Lux) Sustainable Global Equity Enhanced Income is designed to achieve income together with scope for capital growth whilst supporting positive change in the world we live in. A 30-50 stock equity component is supplemented with a derivative overlay designed to enhance the yield by 2-4%.
Enhanced income from sustainable leaders
Our team believe that this is best way to achieve an enhanced income in the years to come while offering investors a differentiated style dynamic relative to many environmental, social and governance (ESG) orientated equity funds in the market.
The latest to join our successful Responsible Global Equity franchise, the fund builds upon our robust Avoid, Invest, Improve philosophy, and is underpinned by a heritage that spans back to 1984 with the launch of Europe’s first ethically-screened fund.
What makes this fund different?
- We focus our research efforts on sustainability themes and hardwire sustainability into our stock selection
- Our ambition is to provide investors with an attractive and reliable stream of income – through a simple derivative-based overlay, we seek to enhance the fund yield by 2-4%
- The Investment Team and our Responsible Investment Specialists work closely to gain a deep understanding of a company’s commitment to sustainability – through focused engagement and voting, we seek to drive change on ESG issues
Nick Henderson, Director and Portfolio Manager, introduces the fund:
At a glance
1. High conviction
A 30-50 stock portfolio, built through a disciplined approach with sustainability at its core.
2. Diversified income
The fund targets a resilient and attractive level of income. Deploying a diversified dividend yield profile across the portfolio to enable a resilient income stream for investors.
3. Sustainable income
We carefully select income opportunities. That means seeking dividend income that is backed by growing cashflow streams aligned with long term sustainability themes.
4. Enhanced income
We acknowledge the demand for higher income from risk assets like equities. The core equity portfolio is complemented by a risk managed derivative overlay designed to enhance portfolio yield by 2-4%.
5. Non-conventional
A focus on sustainability results in a differentiated regional and sectoral portfolio composition. Crucially, we focus on an opportunity set with structural tailwinds – contrast that with the challenges facing many traditional income generating sectors, such as oil and tobacco.
Why ‘sustainable’ income?
Attractive income
Persisting sustainability megatrends, like resource efficiency, mean well-placed businesses can generate attractive and growing cashflows, which are supportive of dividend payments.
Mind the value traps
Many traditional income portfolio stalwarts are facing structural challenges to their business models. For income seekers, it may be time to look elsewhere.
Evolving opportunity set
As the world addresses issues like climate change, the transition provides tailwinds to a host of sustainability leaders – disruptors that are well placed to maintain and grow their market-leading positions.
Diversified
Resilient income generated by ensuring we maintain a diversified yield profile across the portfolio.
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Enhanced income from sustainable leaders
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Important information
© 2023 Columbia Threadneedle Investments. For marketing purposes. Your capital is at risk. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
The Fund is a sub fund of Columbia Threadneedle (Lux) III, a société d’investissement à capital variable (SICAV), registered in Luxembourg and authorised by the Commission de Surveillance du Secteur Financier (CSSF). English and German language copies of the Fund’s Prospectus, summarised investor rights, English, Dutch, Finnish, French, German, Italian, Norwegian, Spanish and Swedish language copies of the KID can be obtained from Columbia Threadneedle Investments, Exchange House, Primrose Street, London EC2A 2NY, telephone: Client Services on 0044 (0)20 7011 4444, email: [email protected] or electronically at www.columbiathreadneedle.com.
The Prospectus, Key Investor Information Document, Articles of Association, Annual and Interim Reports in German, as well as further information, can be obtained free of charge from our Swiss Representative: Carnegie Fund Services S.A., 11, rue du Général Dufour, CH-1204 Geneva, Switzerland, Web:
www.carnegie-fund-services.ch. The paying agent is Banque Cantonale de Genève, 17, quai de l’Ile, CH-1204 Geneva. The current prices can be found at: www.fundinfo.com.
The information provided in the marketing material does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in the Funds. The manager has the right to terminate the arrangements made for marketing.
Financial promotions are issued for marketing and information purposes; in the United Kingdom by Columbia Threadneedle Management Limited, which is authorised and regulated by the Financial Conduct Authority; in the EEA by Columbia Threadneedle Netherlands B.V., which is regulated by the Dutch Authority for the Financial Markets (AFM); in Switzerland by Threadneedle Portfolio Services AG, Registered address: Claridenstrasse 41, 8002 Zurich, Switzerland.
