SimplyBiz Investment Forums

Welcome to your virtual literature pack from Columbia Threadneedle Investments at the SimplyBiz Investment Forums.

Thank you for visiting, we hope you enjoyed the day. Below you can explore our Global Equities capabilities and find out more about the Threadneedle Global Focus Fund.

Want to find out more?

Please do not hesitate to contact your local sales representative.

Harry Andronicou
Regional Manager – South and Midlands
Will Slater
Regional Manager - North East and North West
Harry Andronicou
Regional Manager – South and Midlands
Will Slater
Regional Manager - North East and North West

About Columbia Threadneedle Investments

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions. Together, they entrust us with £430 billion1.
1 As at 30 June 2021

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Threadneedle Global Focus Fund

Meet the Fund Manager of the Threadneedle Global Focus Fund, David Dudding.

FE Alpha Manager David Dudding 2021

Our Global Equities capabilities

Global Equities brochure

Discover more about global equities at Columbia Threadneedle Investments.

Our Global Equities range

Consistency even in extraordinary times.

World in Motion - Global Equities blog

Our World in Motion global equities blog lifts the lid on what we do and shows you how our investment engine works.

Threadneedle Global Focus Fund Objective

The Fund aims to achieve capital growth over the long term. It looks to outperform the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in a concentrated portfolio of shares of companies worldwide. The Fund selects companies in which the fund manager has a high conviction that the current share price does not reflect the prospects for that business. These companies may be chosen from any economic sector or geographic region, with significant sector and share weightings taken at the fund manager’s discretion. There is no restriction on company size, however, investment tends to focus on larger companies, such as those included in the MSCI ACWI Index. The MSCI ACWI Index is regarded as providing an appropriate representation of the share performance of large and mediumsized companies worldwide, currently with more than 2,700 companies included. It provides a suitable target benchmark against which Fund performance will be measured and evaluated over time.
The Fund typically invests in fewer than 50 companies, which may include shares of some companies not within the Index. The Fund may invest in other securities (including fixed interest securities, convertible securities, and warrants) and collective investment schemes (including funds managed by Columbia Threadneedle companies), when deemed appropriate. The Fund may also hold money market instruments, deposits, cash and near cash. The Fund is not permitted to invest in derivatives for investment purposes, but derivatives may be used with the aim of reducing risk or managing the Fund more efficiently.
Other information: Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers), to facilitate comparison between funds with broadly similar characteristics (peer groups). This Fund is currently included in the IA Global sector. Performance data on funds within this sector may be used when evaluating the performance of this Fund.

Disclaimer

For marketing purposes. Past performance is not a guide to future performance. Your capital is at risk. 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.
The fund characteristics described above are internal guidelines (rather than limits and controls). They do not form part of the fund’s objective and policy and are subject to change without notice in the future. The analysis included in this document has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed. The mention of any specific shares or bonds should not be taken as a recommendation to deal.The mention of any specific shares or bonds should not be taken as a recommendation to deal.
Threadneedle Global Focus Fund: Threadneedle Specialist Investment 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 UK UCITS scheme. The Threadneedle Global Focus Fund is registered for public offer in the UK. Shares in the Fund 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. 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, which can be obtained free of charge on request, 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) and free of charge on request from Columbia Threadneedle Investments, Client Services department 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.