CT (Lux) - Global Equity Income 2U (USD Accumulation)
ISIN LU1864955510 / Valor 43194941
CT (Lux) - Global Equity Income 2U (USD Accumulation)
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General Objective
The fund aims to provide income with the potential for long-term growth of the invested amount by investing at least two-thirds of its assets in shares of companies worldwide. The fund is actively managed in reference to the MSCI AWCI Index and promotes environmental and social characteristics through responsible investment measures.
Fund Exposure
The fund is exposed to a global equity income strategy, investing in companies worldwide. It integrates responsible investment measures into the process, ensuring good governance practices and committing to at least 20% of assets in sustainable investments. The fund excludes companies involved in industries such as coal and tobacco, as well as those with direct involvement in nuclear or controversial weapons.
Risks
Investors should be aware that the value of investments in the fund can fluctuate, and there is a possibility that the invested sum may not be fully recovered. Additionally, the fund may invest in derivatives to reduce risk or transaction costs, which could impact performance. The exclusion of certain industries and activities based on ESG factors may also affect the fund's performance relative to benchmarks or other funds.
Source
https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-lux-global-equity-income-3u-usd_sxgeif_lu1864954893/
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