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Investing consistently for a better future
The Threadneedle UK Sustainable Equity Fund aims to deliver capital growth by investing in UK companies that that drive innovation and create a more sustainable, green and inclusive economy while generating stable returns for shareholders.
The Fund focuses on UK businesses enhancing environmental and social outcomes that are aligned with the globally-agreed UN Sustainable Development Goals (SDGs) – tackling issues from climate change to affordable housing.
It is our view that companies that embrace the efficient use of resources and invest in people and technology are well-placed to generate high sustainable returns over time.
Therefore this fund offers investors the twin rewards of capital growth and contributing to positive sustainable outcomes, combining the strengths of our highly-regarded UK equities team and pioneering responsible investment capabilities.
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How we invest sustainably
Annual positive outcomes report 2019/20
Reasons to invest
Clear sustainable objective
Differentiated quality approach
Proven track record in UK equity investing
We invest across eight sustainable themes, encompassing the 17 UN sustainable development goals and including social, environmental and socioeconomic outcomes.
When assessing a company’s exposure to our themes we identify both current revenue exposure as well as strategy and innovation supporting delivery of sustainable outcomes. Importantly, we do not just consider positive exposure, but net exposure (positive less negative) across all products and services as they relate to the themes.
As a minimum, all invested companies must be neutrally exposed or transitioning towards positive exposure to these themes (eg, a food and beverages company repositioning its portfolio towards healthier food).
*Source: Columbia Threadneedle Investments as at 31 December 2020.
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Past performance is not a guide to future returns and the fund may not achieve its investment objective. Your capital is at risk. The Fund has shown a medium to high level of volatility (how much the value of the Fund goes up and down). The value of investments can fall as well as rise and investors might not get back the sum originally invested. The Fund may invest in derivatives with the aim of reducing risk or minimising the cost of transactions. The Fund aims to invest in companies which deliver sustainable outcomes and in doing so adheres to a set of Sustainable Investment Guidelines. The Guidelines will affect the Fund’s exposure to certain sectors, which may impact the performance of the Fund positively or negatively relative to a benchmark or other funds without such restrictions. 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 risks currently identified as applying to the Fund are set out in the “Risk Factors” section of the prospectus.
Please read the Key Investor Information Document and the Fund Prospectus if considering investing. For a simple reference guide to some of the technical terms used in this document please visit our Glossary.