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CT (Lux) Sustainable Global Equity Enhanced Income Fund

Enhanced income from sustainable leaders

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%.

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

High conviction

A 30-50 stock portfolio, built through a disciplined approach with sustainability at its core.

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.

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.

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%.

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.

Enhanced income from sustainable leaders

Select sustainability leaders offer attractive income (and growth) prospects complemented by a risk managed derivative overlay to enhance portfolio yield.

Insights

12 November 2024

Vicki Bakhshi

Director, Responsible Investment

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With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver much of the necessary ‘climate finance’
8 November 2024

CT SDG Engagement Global Equity Strategy

Download our Engagement Progress Report to discover deep analysis of our recent engagement and related outcomes.
17 October 2024

Natalia Luna

Senior Thematic Investment Analyst, Global Research

Power hungry AI - investment implications in the era of energy transition

Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
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Get in touch

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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.