CT (Lux) - European Social Bond Fund ZGC GBP Distribution Hedged header image

CT (Lux) - European Social Bond Fund ZGC GBP Distribution Hedged

Fund

ISIN LU2128402976 / Valor 52919192

NAV (2025-02-05)
GBP 9.73+0.20%

CT (Lux) - European Social Bond Fund ZGC GBP Distribution Hedged
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General Objective

The fund aims to provide income with the potential to grow the amount invested over the medium term by investing in bonds that support or fund socially beneficial activities and development mainly in Europe.

Fund Exposure

To achieve its objective, the fund invests at least 90% of its net assets in bonds issued by companies, governments, voluntary organizations, and charities. It mainly invests in investment grade bonds but may also invest up to 10% in below investment grade bonds. The fund manager selects bonds rated as social investments under the Fund’s Social Rating Methodology and engages with issuers to positively influence their social value.

Risks

Key risks associated with this fund include the potential for the value of investments to fall, exposure to multiple currencies which may affect investment value, the risk of issuer default impacting security value, and the possibility of holding assets that could prove difficult to sell.

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Source

https://www.columbiathreadneedle.de/de/intm/fund-details/ct-lux-european-social-bond-ae-eur_sxesbf_lu2170387828/

Tags:
investment grade social bonds ice bofa euro non-sovereign index ice bofa euro corporate euroland issuers index

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OTHER SHARE CLASSES OF THIS FUND

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Annual Return

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Risk level

110
0.19%CHF 8.87
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CT (Lux) - European Social Bond IUC USD Distributing
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Annual Return

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110
0.20%USD 9.40
CT (Lux) - European Social Bond ASH SGD Distributing
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-50%0%+50%

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110
0.25%SGD 9.60
CT (Lux) - European Social Bond Fund ANH NOK Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.25%NOK 9.64
CT (Lux) - European Social Bond ISH SGD Distributing
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0.25%SGD 9.65
CT (Lux) - European Social Bond Fund AEP EUR Distribution
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110
0.19%EUR 8.75
CT (Lux) - European Social Bond Fund ZEP EUR Distribution
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Annual Return

-50%0%+50%

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0.19%EUR 9.00
CT (Lux) - European Social Bond Fund IFH CHF Accumulation Hedged
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Annual Return

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110
0.19%CHF 9.36
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Annual Return

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Risk level

110
0.19%EUR 10.13