Global developed and emerging market large cap-biased growth-focused equities. Active strategy with concentrated portfolio.
Data as of
Columbia Threadneedle was formed in 2015 via a merger between US-based Columbia Management Group and UK-based Threadneedle Asset Management, both being subsidiaries of Ameriprise Financial. The firm manages over US$670bn AUM globally with a wide product offering from mutual funds to ETFs to alternatives to pension funds.
The CT (Lux) Global Focus Fund is an actively managed fund seeking to achieve capital appreciation by investing principally in a concentrated portfolio of equity securities from both global developed and emerging market countries, with no market cap or currency constraints. The fund aims to provide a best ideas portfolio with quality companies that have durable competitive advantages and the ability to generate strong and sustainable returns, through thorough analysis on both company fundamentals and industry prospects. Companies shortlisted are expected to display one or more competitive advantages - cost advantage, efficient scale, switching costs, network effect, and intangible assets.
The portfolio is actively managed in reference to the MSCI ACWI Index, which will be used as a target benchmark against which fund performance will be measured and evaluated over time. ESG evaluation is integrated throughout the investment process, using the Columbia Threadneedle ESG Materiality Rating model and also exclusion screening. The fund has a concentrated portfolio of 30-50 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
CT (Lux) Global Focus Fund
This fund represents active exposure to global developed and emerging markets large cap-biased growth-focused equities.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This fund represents active exposure to global developed and emerging markets large cap-biased growth-focused equities.
The fund adopts a high conviction approach with a focus on quality companies with durable competitive advantages.
Sectors
Geography