CT Net Zero Transition Low Duration Credit
For professional clients in the UK only.
A short-dated global credit strategy with a commitment to net zero and at least 80% of the portfolio by Net Asset Value invested in bonds that are on a clear and measurable path to environmental or social transition.
- The strategy aims to exploit opportunities in investment grade and the highest rated high yield credit securities to deliver an attractive return within a clearly understood range of outcomes and with a disciplined risk framework.
- The strategy is not benchmark constrained and is managed using a low turnover approach. It offers a diversified global portfolio with currency exposure hedged back to sterling.
- It implements explicit net zero targets with assets being managed under a Net Zero Framework.
Meet the team
Our highly experienced specialist investment grade (IG) credit team, located globally include 10 IG (investment grade) portfolio managers, 16 IG (investment grade) credit analysts with 19 years’ average experience and are supported by our 45+ strong Responsible Investment team.
Rebecca Seabrook is a Portfolio Manager in the Credit team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2001. Prior to joining the group, Rebecca worked as a Fund Manager for Rothschild Asset Management and Friends Ivory & Sime, having begun her career with London and Manchester as a Credit Analyst. Rebecca graduated from the University of Wales in 1995 with a BA in Accounting and Finance. She holds the IIMR and is a member of UKSIP.
Andrew Brown is a Portfolio Manager within the Credit team. Andrew joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2006. Prior to this, he worked for M&G Investment Management as a Credit Analyst. Andrew holds an MSc in Investment Analysis from the University of Stirling and an MA in Economics from the University of Edinburgh and is an Associate of the CFA Society of the UK.
Key documents
Full fund details
Visit the fund page for key facts, prices, fund codes, fees and charges, portfolio holdings, monthly commentaries, all the key regulatory documents, plus performance information once available.
Investing for net zero in corporate bonds - Learn how we do it
Get in touch
Insights
Get in touch
If you’d like to find out more about this fund:
Call us on 0207 464 5855
Email us on [email protected]
Key risks
The value of investments and any income from them can go down as well as up and investors may not get back the original amount invested.
Past performance should not be seen as an indication of future performance. The performance figures are shown gross of fees. The effect of fees or costs will be to lower the figures shown.
Changes in interest rates can affect the value of fixed interest holdings and may adversely affect the value of your investment.
The income and capital due from bonds is dependent upon the issuing company’s ability to pay and any default will adversely affect the value of your investment.
Important information
For professional investors only
This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments in the UK.
The Fund is a sub fund of Columbia Threadneedle (Lux) LDI, a fonds commun de placement, registered in Luxembourg and authorised by the Commission de Surveillance du Secteur Financier (CSSF).
English language copies of the Fund’s Prospectus and summarised investor rights can be obtained from Columbia Threadneedle Investments Cannon Place, 78 Cannon Street, London EC4N 6AG, email: [email protected] or electronically at www.columbiathreadneedle.com.
Please read the Prospectus before taking any investment decision.
Not all fund share classes are available for investment in certain countries.
The information provided in the marketing material does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in the Funds. The manager has the right to terminate the arrangements made for marketing.
Financial promotions are issued for marketing and information purposes in the United Kingdom by Columbia Threadneedle Management Limited, which is authorised and regulated by the Financial Conduct Authority. This document may be made available to you by an affiliated company which is also part of the Columbia Threadneedle Investments group of companies: Threadneedle Asset Management Limited in the UK.
© Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
