Threadneedle (Lux) Pan European ESG Equities

    In Short

    NameThreadneedle (Lux) Pan European ESG Equities
    Asset ClassEquity
    NordSIP CategoryActive SRI
    Fund ProfileAvailable here
    Morning Star
    ManagerDan Ison

    Strategy description

    An all-cap European equity fund that invests in high-quality companies with strong or improving Environmental, Social and Governance (ESG) credentials.

    Targeting stronger outperformance

    The portfolio managers use bottom-up, fundamental research to build a portfolio of high-quality companies with sustainable competitive advantages and strong operating practices.

    Combining financial and ESG research

    Columbia Threadneedle has developed proprietary Responsible Investment (RI) ratings that enable us to assess the quality and sustainability of companies. By combining financial and ESG research, we give our stock selection an even sharper edge, which we believe can lead to stronger returns.

    Managed by well-resourced team

    The managers have experience of managing portfolios across differing market conditions. Working closely with our RI team, they draw upon a range of perspectives from our multi-disciplinary pan European equity managers and across the wider investment team.




    International Norms: companies whose activities clearly infringe international agreements and which are complicit in human rights abuses (following the UN guiding principles and OECD guidelines).

    Thermal coal:Companies with over 5% of revenues excluded

    All Weapons (Companies with over 5% of revenues excluded) including Anti-personnel mines, Cluster munitions

    Tobacco: Companies with over 5% of revenues from manufacturing, or 15% from retailing, excluded.

    Gambling: Companies with over 5% of revenues excluded

    Pornography: Companies with over 5% of revenues excluded