CT (Lux) - Global Equity Income 9UP (USD Distribution) header image

CT (Lux) - Global Equity Income 9UP (USD Distribution)

Fund

ISIN LU1864955940 / Valor 43194957

NAV (2024-11-25)
USD 13.26+0.74%

CT (Lux) - Global Equity Income 9UP (USD Distribution)
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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.

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Source

https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-lux-global-equity-income-3u-usd_sxgeif_lu1864954893/

Tags:
esg global equities msci acwi

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OTHER SHARE CLASSES OF THIS FUND

CT (Lux) - Global Equity Income DUP (USD Distribution)
CT (Lux) - Global Equity Income DUP (USD Distribution) CT (Lux) - Global Equity Income DUP (USD Distribution) Valor: 43719422
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Annual Return

-50%0%+50%

Risk level

110
0.33%USD 12.10
CT (Lux) - Global Equity Income 1U (USD Accumulation)
CT (Lux) - Global Equity Income 1U (USD Accumulation) CT (Lux) - Global Equity Income 1U (USD Accumulation) Valor: 43194933
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Annual Return

-50%0%+50%

Risk level

110
0.33%USD 15.34
CT (Lux) - Global Equity Income 2U (USD Accumulation)
CT (Lux) - Global Equity Income 2U (USD Accumulation) CT (Lux) - Global Equity Income 2U (USD Accumulation) Valor: 43194941
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.73%USD 15.80
CT (Lux) - Global Equity Income 9E (EUR Accumulation)
CT (Lux) - Global Equity Income 9E (EUR Accumulation) CT (Lux) - Global Equity Income 9E (EUR Accumulation) Valor: 43194953
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 17.52
CT (Lux) - Global Equity Income 9U (USD Distribution)
CT (Lux) - Global Equity Income 9U (USD Distribution) CT (Lux) - Global Equity Income 9U (USD Distribution) Valor: 43194956
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.74%USD 16.05
CT (Lux) - Global Equity Income 2E (EUR Accumulation)
CT (Lux) - Global Equity Income 2E (EUR Accumulation) CT (Lux) - Global Equity Income 2E (EUR Accumulation) Valor: 43194937
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 17.94
CT (Lux) - Global Equity Income 3UP (USD Distribution)
CT (Lux) - Global Equity Income 3UP (USD Distribution) CT (Lux) - Global Equity Income 3UP (USD Distribution) Valor: 43194948
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.33%USD 13.24
CT (Lux) - Global Equity Income 3U (USD Accumulation)
CT (Lux) - Global Equity Income 3U (USD Accumulation) CT (Lux) - Global Equity Income 3U (USD Accumulation) Valor: 43194945
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.33%USD 16.08
CT (Lux) - Global Equity Income 3E (EUR Accumulation)
CT (Lux) - Global Equity Income 3E (EUR Accumulation) CT (Lux) - Global Equity Income 3E (EUR Accumulation) Valor: 43194943
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 17.77
CT (Lux) - Global Equity Income 8UP (USD Distribution)
CT (Lux) - Global Equity Income 8UP (USD Distribution) CT (Lux) - Global Equity Income 8UP (USD Distribution) Valor: 43194952
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.33%USD 13.07