Campaign

Threadneedle (Lux) Global Focus

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.

At a glance​

A best ideas global equity fund that invests in quality growth companies with durable competitive advantages and the ability to generate strong and sustainable returns.

Key facts

Fund inception date :
31 March 2013

Typical fund holdings:
30-50 companies

Reasons to invest

Differentiated investment approach

A clear and consistent quality approach focusing on competitive advantage to deliver strong, sustainable returns.

Accesses the best global ideas

Freedom to invest without constraints across regions, sectors and market capitalisation, accessing both developed and emerging markets.

Strength in research

Global research capabilities and bottom-up stock picking drive high-conviction portfolio holdings.

Risks to be aware of

This fund is suitable for investors who can tolerate higher levels of risk and volatility in return for higher returns over a long-term investment horizon. Investors could lose some or all their capital and should read the Prospectus for a full description of all risks. Investment risks: Investment in equities, portfolio concentration and currencies.

Investment approach

The ability of high-quality companies to sustain above-average growth and returns is often underestimated, meaning that potential long-term winners trade at a discount to their intrinsic value. We pursue a bottom-up approach, thoroughly analysing both company fundamentals and industry prospects to identify those companies that have a truly sustainable competitive advantage and the ability to maintain pricing power over the long run.
Looking only at individual companies in isolation is not enough. To truly understand how a company is positioned, a detailed knowledge of the industry landscape is essential. We use Porter’s Five Forces, the business strategy tool developed by Harvard professor Michael Porter, to assess the competitiveness of different industries.
Global focus fund

Insights

1 April 2022

Investment team updates – Market updates 1 April 2022

Latest news from around the investment desks.
Read time - 3 min
14 March 2022

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Read time - 3 min
4 March 2022

Investment team updates - Market updates 4 March 2022

Latest news from around the investment desks.
Read time - 3 min

Fund Manager

David Dudding
Portfolio Manager
Important information: Your capital is at risk. Columbia Threadneedle (Lux) is a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. The SICAV´s current Prospectus and the summary of investor rights are available in English and/ or in local languages (where applicable) from the Management Company Threadneedle Management Luxembourg S.A., International Financial Data Services (Luxembourg) S.A., your financial advisor and/or on our website http://www.columbiathreadneedle.com. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV.

In the Middle East: The information contained on this website is provided by Columbia Threadneedle Investments (ME) Limited, (CTIME), on behalf of Threadneedle Management Luxembourg S.A. CTIME is regulated by the Dubai Financial Services Authority (DFSA).  The information is for intermediaries only to provide information about group products and services.  It is not intended for any other Persons.

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

You may also like

About Us

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.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Approach

Teamwork defines us and is fundamental to our investment process, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.