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Global
CT Sustainable Opportunities Global Equity Fund
Managed by Columbia Threadneedle Fund Management LimitedPart of Columbia Threadneedle (UK) ICVC I
Latest factsheet
Jul 2026
Fund size
£136.7m
Yearly charge
1.71%
Manager fee
–
Income yield
–
Holdings
51
Launched
9 Sept 1987
Financial Objective: The Fund aims to achieve capital growth over the long term (at least 5 years), and to outperform the MSCI World Index over rolling 5-year periods, after the deduction of charges. Sustainability Objective: The Fund seeks to address the sustainability challenges facing people and the environment by investing in companies providing solutions aligned to its 7 “Sustainability Themes”: Energy Transition, Resource Efficiency, Sustainable Infrastructure, Sustainable Finance, Societal Development, Health and Wellbeing, Technological Innovation & Inclusion.
Pauline Grange (Fund Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1Y | +1.20% | +15.20% | +18.90% | – |
| 3Y | +8.60% | +12.70% | +16.90% | – |
| 5Y | +2.90% | +7.90% | +12.40% | – |
| 10Y | +9.30% | +10.30% | +13.10% | – |
Calendar-year performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| +20.70% | +16.70% | -2.80% | +28.00% | +20.80% | +15.50% | -15.10% | +7.90% | +15.70% | +3.00% |
Top holdings · top 10: 38.20%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | NVIDIA Corp | 7.60% | |
| 2 | Microsoft Corp | 6.10% | |
| 3 | Mastercard Inc | 5.20% | |
| 4 | Broadcom Inc | 3.10% | |
| 5 | Linde PLC | 2.90% | |
| 6 | ASML Holding NV | 2.90% | |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 2.90% | |
| 8 | AIA Group Ltd | 2.60% | |
| 9 | Eli Lilly & Co | 2.50% | |
| 10 | SK Hynix Inc | 2.40% |
Portfolio breakdown
Sector
| Information Technology | 35.00% | |
| Industrials | 18.70% | |
| Health Care | 14.80% | |
| Financials | 12.90% | |
| Materials | 7.80% | |
| Utilities | 4.50% | |
| Cash | 3.40% | |
| Consumer Staples | 1.70% | |
| Communication Services | 1.30% |
Geography
| North America | 60.60% | |
| Europe ex UK | 16.70% | |
| Emerging Markets | 6.80% | |
| UK | 5.80% | |
| Cash | 3.40% | |
| Asia ex Japan | 2.60% | |
| Japan | 2.00% | |
| Other | 1.10% | |
| France | 1.00% |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| 1 Acc | GB0008464207 | 0846420 | acc | No | – | 1.71% | £1k |
| 3 Acc | GB00BPBRBX43 | BPBRBX4 | acc | No | – | 0.43% | £50.0m |
| C Acc | GB00BYZ62V52 | BYZ62V5 | acc | No | – | 0.80% | £1.0m |
| L Acc | GB00BMY8DR17 | BMY8DR1 | acc | No | – | 1.00% | £1k |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 21 Aug 2026 |