ESGA
Global Select Fund (Columbia Threadneedle)

The Global Select Fund (Columbia Threadneedle) aims to achieve growth through capital gains and income by investing at least 75% of its assets in equities issued by companies worldwide. The Fund selects companies considered to have good prospects for share price growth, from any economic sector or geographic region, and whilst there is no restriction on size, investment tends to focus on larger companies. The Fund typically invests in fewer than 90 companies.The fund may also further invest in other securities (including fixed interest securities, other equities and money market securities) and collective investment schemes (including funds managed by Columbia Threadneedle companies), when deemed appropriate. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. This fund is managed by Columbia Threadneedle.

Main features

  • An actively managed unit-linked fund.
  • The fund invests in a carefully selected concentrated portfolio of equities from companies worldwide.
  • Indicative equity exposure: 100% of the value of the fund.
  • Managed by Threadneedle Investments.
  • Risk rating:

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How it works

The 'Select' investment approach means that the fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. The fund may also further invest in other securities (including fixed interest securities, other equities and money market securities).

This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor.

This fund is managed by Columbia Threadneedle.

Current Fund Price* (as at 29/09/2020)

Type
Price
Bid
2.729
Offer
2.872

Asset Split**

98% Bonds
2% Cash

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated quarterly.

Why Columbia Threadneedle?

Columbia Threadneedle is an international asset manager offering a range of investment funds. Founded in 1994 and headquartered in London, Columbia Threadneedle is fully-owned by Ameriprise Financial, a publicly quoted investment company, which is listed on the NYSE. Columbia Threadneedle has £372 billion* of assets under management and has a presence in 18 countries.

*Source: Columbia Threadneedle, December 2018.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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