Capture the competitive edge
CT (Lux) Global Focus Fund
Imagine having the freedom to focus on performance – wherever the road takes you.
An actively managed global equity solution that invests across regions, sectors and market caps to pursue high, sustainable returns and above-average growth.
Driven by global collaboration and unconstrained stock selection, the fund targets quality companies with durable competitive advantages. The result? A concentrated portfolio of best ideas from both developed and emerging economies.
Focus on quality companies with durable competitive advantages
Concentrated 30-50 stock portfolio unconstrained by sector and region
Stock selection drives outperformance in both rising and falling markets
Motivi principali per investire
1. Approccio d’investimento differenziato:
un approccio qualitativo chiaro e coerente con un’enfasi sul vantaggio competitivo per generare rendimenti elevati e sostenibili.
2. Accesso alle migliori idee a livello globale:
libertà di investire senza vincoli in termini di regioni, settori e capitalizzazioni di mercato, con un accesso sia ai mercati sviluppati che a quelli emergenti.
3. Ricerca solida:
le capacità di ricerca a livello globale e la selezione dei titoli di tipo bottom-up sono alla base delle posizioni high-convinction del portafoglio.
At a glance
Data di lancio del fondo:
31 Marzo 1993
Type:
Azionario
Benchmark:
MSCI ACWI
Valuta base:
USD; disponibile in classe Euro hedged
Fund manager:
David Dudding
Gestore di Portafoglio
David Dudding is a senior portfolio manager at Columbia Threadneedle Investments. He joined the company as an equity research analyst in 1999 moving on to manage the European Smaller Companies strategy for 10 years until December 2012. He is currently responsible for the European Select and Global Focus strategies.
David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist.
He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
Alex joined the company in 2016 as a portfolio manager. He has research responsibility for Japan and currently manages a segregated Japan equity mandate. He also supports the Global desk with idea generation and analysis of Japanese companies across all sectors. Previously, Alex was a senior fund manager at Canada Life Investments, where he managed the Japan fund and supported the management of the U.S. and Global funds. He has been a member of the investment community since 2007. Alex has a BSc in Economics from the London School of Economics. In addition, he holds the Chartered Financial Analyst® designation.
How do we identify a company's edge?
We have three key parts to our process: understanding industry structure in the Porter’s 5 Forces framework; identifying and understanding the source of a company’s competitive advantage; and evaluating a company’s Environmental, Social and Governance profile.
Industry structure
- Porter’s 5 Forces to assess competitive intensity
- Prefer consolidated / consolidating industries
- Impact of regulation and secular themes
Competitive advantage
- Focus on understanding source and sustainability
- Established and / or improving
- All holdings will display one or more
ESG
- Integrated into research process
- Determinant of company quality
- Measure of risk / Informs opportunity
- Active engagement
Full Fund Details
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World in Motion Blog
Get in touch
If you would like to find out more about this fund, contact your local sales representative.
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Important information:
FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes. Your capital is at risk.
This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments in Austria, Germany and Switzerland.
The Fund is a sub-fund of Columbia Threadneedle (Lux) I, a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A..
The SICAV´s current Prospectus, the Key Investor Information Document (KIID)/Key Information Document (KID) and the summary of investor rights are available in English and/ or in local languages (where applicable) from the Management Company Threadneedle Management Luxembourg S.A., International Financial Data Services (Luxembourg) S.A., your financial advisor and/or on our website www.columbiathreadneedle.com. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV.
The Fund is categorised as Article 8 under the EU Regulation 2019/2088 on sustainability related disclosures in the financial services sector (SFDR) and promote environmental or social characteristics as an objective. The decision to invest in the promoted fund should take into account all the characteristics or objectives of the promoted fund as described in its prospectus. The fund’s sustainability related disclosures can be found on our website columbiathreadneedle.com.
This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness.
In the EEA and Switzerland: Issued by Threadneedle Management Luxembourg S.A. registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 6E route de Trèves, L-2633 Senningerberg, Luxembourg, Grand Duchy of Luxembourg.
This document may be made available to you by an affiliated company which is part of the Columbia Threadneedle Investments group of companies: Columbia Threadneedle Management Limited in the UK; Columbia Threadneedle Netherlands B.V. in the EEA; In Switzerland: Issued by Threadneedle Portfolio Services AG, Registered address: Claridenstrasse 41, 8002 Zurich, Switzerland. Certain funds and/or share classes may not be available in all jurisdictions.
© Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
