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CT Sustainable Opportunities Global Equity 1 Acc

Citicode
RP08
Launch Date
09-09-1987
Fund Size
£135,453,272
Yield
0.00%
Ongoing Charge
1.71%
Fund Managers
Nick Henderson
Benchmark: IA Global
Investment
CT Sustainable Opportunities Global Equity 1 Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims for long term capital growth, and to outperform the MSCI World Index over rolling 5-year periods, after the deduction of charges. It seeks to address sustainability challenges facing people and the environment by investing at least 90% in shares of companies providing solutions aligned to its 7 ?Sustainability Themes?: Energy Transition, Resource Efficiency, Sustainable Infrastructure, Sustainable Finance, Societal Development, Health and Wellbeing, Technological Innovation & Inclusion. These companies may be listed, quoted or traded anywhere in the world, and of any size. Each company is assessed and selected using Columbia Threadneedle?s Standard of Sustainability, to ensure solutions provided not only align with the Stainability Themes but are a material business driver. We exclude companies whose activities are harmful to the environment or society e.g. those with significant exposure to weapons, tobacco, coal, oil and gas. The Fund does not invest in companies breaching international standards.

Top 10 Holdings

Asset Class

Fund Manager

Nick Henderson

Start Date

01-01-2016

Bio

Nick Henderson is a portfolio manager in the Global Equities team. He is lead portfolio manager of the Sustainable Global Equity Income strategy and deputy portfolio manager of the Responsible Global Equity strategy.Nick joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2008. Prior to joining the firm, Nick graduated with a Bachelor of Science degree in Economics from the University of Bristol and holds the Chartered Financial Analyst® designation.

Data source:

All financial data is supplied by FE

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