CT Responsible Global Equity Fund

CT Responsible Global Equity Fund

A global equity fund that invests with both impact and investment performance in mind.

A global equity fund that invests with both impact and investment performance in mind. Launched in 1987, the CT Responsible Global Equity Fund is orientated around the Avoid, Invest and Improve philosophy that underpins all our ESG-orientated offerings.

At inception the emphasis was on ‘avoid’ with the exclusion of companies perceived to be doing harm central to our approach. Over time, however, recognition of broader ‘responsible investment’ implications have grown. That means better understanding of the benefits of investing with an ESG-orientated mindset and appreciation of the scope for driving broader positive impact on the world we live in through our decisions and activities.

Within the fund, ‘invest’ reflects our ambition to harness long-term sustainability-orientated opportunities. The world is facing numerous challenges – and the response to these presents select businesses with real long-term structural growth potential. Stock picking drives portfolio composition but our search for high quality and attractively valued businesses is focused within themes like health & well-being, energy transition, resource efficiency and technological innovation. We expect each of these megatrends to play out over many years, providing tailwinds to innovative market-leading companies.

Theme in focus – the energy transition is the pathway towards transforming the way we generate and use energy. That means a shift from fossil-fuels to zero-carbon sources, such as solar and wind, and increasing the efficiency with which energy is used. This shift is an essential part of achieving the goals of the Paris climate agreement. Companies providing battery materials are one area we have focused on, with Belgium’s Umicore looking well placed for the structural change towards electric vehicles.

‘Improve’ is the third element. At Columbia Threadneedle Investments we are active owners and use our position to exert a positive influence through dialogue (engagement) with companies around improving how they manage and address ESG-related factors. We believe this is the right thing to do as part of our broader ethos of making finance a force for good. Being an active owner also makes perfect sense from an investment perspective. Why? Because in-depth dialogue helps us better understand and make more informed decisions and it allows us to push for improvements in how businesses address and manage ESG-related risks and opportunities. Along the way, we also exercise our voting rights to further drive improvement.

Did you know?

At Columbia Threadneedle Investments, we have been engaging with companies for over 20 years. You can read more about our approach to active ownership and why we believe that the next decade is key.

Measuring our impact

We believe in the power of companies to address global problems and our role as an allocator of capital in helping drive positive change. Our annual impact reports are a key part of this as we work to quantify the results of our investments together with the progress we make through active ownership. We use the Sustainable Development Goals (SDGs) as a framework for assessing impact. The 17 goals were agreed by all the United Nation’s member states in 2015 and aim to guide the world towards a more sustainable footing.

At a glance

The portfolio contains 40-60 high conviction, long-term equity ideas underpinned by a clear ‘Avoid, Invest and Improve’ ethos.

  • Quality matters – alongside factors like ‘competitive advantage’, we look for companies that effectively manage environmental, social and governance (ESG) issues – factors integral to assessing risk and reward potential.
  • Well managed – companies should be run by proven management teams, responsible in how they do business, appropriately incentivised and open to shareholder engagement.
  • Price matters – we have a disciplined approach to valuation with a view to investing in companies at an attractive price and maintaining our holding for 5+ years.
  • Approved names – ahead of inclusion in the portfolio, companies are screened against defined criteria by our Responsible Investment team. Independent oversight of ratings is provided by the external Responsible Investment Advisory Council.
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Key risks

Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

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.

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Important information: Past performance is no guide to future returns. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. Your capital is at risk. Threadneedle Specialist Investments Funds ICVC (“TSIF”) 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 UCITS scheme. Certain sub-funds of TSIF are registered for public offer in Austria, Belgium, Chile, Denmark, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Singapore, Spain, Switzerland, Sweden and the UK. Shares in the Funds may not be offered to the public in any other country and this document must not be issued, circulated or distributed other than in circumstances which do not constitute an offer to the public and are in accordance with applicable local legislation. Please read the Prospectus before investing. Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports and the applicable terms & conditions. Please refer to the `Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. The above documents are available in English, French, German, Portuguese, Italian, Spanish and Dutch (no Dutch Prospectus), Swedish (for the Key Investor Information Document only) and can be obtained free of charge on request from: Columbia Threadneedle Investments PO Box 10033, Chelmsford, Essex CM99 2AL. 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. columbiathreadneedle.com

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