CT SDG Engagement Global Equity Fund

At a glance

A global equity fund that aims to provide capital growth by investing in a well-diversified selection of small and mid-sized companies. It also seeks to achieve positive impact through targeted, impact-focused, active engagement with companies using the SDG framework.

Key documents

Key facts

Fund inception date

8 August 2023

Typical underlying fund holdings

40 to 60 companies

Portfolio Manager

Jamie Jenkins

SFDR

Article 8

The Fund promotes environmental or social characteristics under Article 8 of the EU Regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR). The decision to invest in the promoted fund should also take into account all the characteristics or objectives of the promoted fund as described in its prospectus.

Shareholder notices

Important information

This fund is appropriate for investors with “High to Very High” risk and return profiles. A suitable investor for this fund is prepared to accept high risk in the pursuit of capital growth with a medium to long investment timeframe. Investors should refer to the TMD for further information.

The information provided here is prepared by Threadneedle Investments Singapore (Pte.) Limited ABRN 600 027 414 (“TIS”) and issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648 (“Perpetual”) as responsible entity of, and issuer of units in, the funds. Perpetual is authorised under its Australian financial services licence (“AFSL”) to issue units to Retail and Wholesale clients in Australia (as the terms are defined under section 761G of the Corporations Act 2001 (Cth)(“Corporations Act”)). The investment managers of the funds are TIS and Pyrford International Limited (“Pyrford”). TIS and Pyrford are exempt from the requirement to hold AFSLs under the Corporations Act and rely on Class Order 03/1102 and Class Order 03/1099 respectively, in respect of the financial services they provide to Wholesale clients in Australia, and are not licensed to provide financial services to Retail clients. TIS is regulated by the Monetary Authority of Singapore under Singaporean laws, Pyrford is regulated by the UK Financial Conduct Authority under English laws, both of which differ from Australian laws, and are part of the Columbia Threadneedle Investments Group of Companies (“CTI Group”). Columbia Threadneedle Investments is the global brand name of the CTI Group.

The information provided does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any investments. Past performance is not a guide to future performance. Investing involves risk including the risk of loss of principal. Your capital is at risk. Please review the relevant product disclosure statement (“PDS”), the target market determination (“TMD”) and the reference guide (“RG”) issued by Perpetual in full before proceeding further with any investment in any fund referred to on this website. These documents are available at https://www.columbiathreadneedle.com.au/ . Investments in the funds mentioned may not be suitable for all investors. Therefore investors should seek independent professional advice, including tax advice, where appropriate. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.