CT (Lux) - US Contrarian Core Equities Class IU (USD Accumulation Shares)
ISIN LU0640477955 / Valor 13207786
CT (Lux) - US Contrarian Core Equities Class IU (USD Accumulation Shares)
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General Objective
The fund aims to increase the value of investments over the long term by investing at least two-thirds of its assets in shares of large US companies or those with significant operations in the US. A contrarian approach is used to select investments with potential for recovery.
Fund Exposure
The fund is actively managed in reference to the S&P 500 Index and promotes environmental and social characteristics by integrating responsible investment measures. At least 50% of the fund is invested in companies with a strong ESG rating, and at least 10% of assets are in sustainable investments. The fund excludes companies involved in industries like 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 can fluctuate, and they may not get back the sum originally invested. Exchange rate fluctuations can also impact the value of investments in multiple currencies. The fund may invest significantly in derivatives, which can amplify the impact of underlying asset value changes. Additionally, the fund's consideration of ESG factors may limit the investable universe.
Source
https://www.columbiathreadneedle.lu/en/intm/fund-details/ct-lux-us-contrarian-core-equities-au-usd_lu2656_lu0640476718/
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