CT (Lux) SDG Engagement Global Equity Fund
LU1917706928
Issuer | Carne Global Fund Managers (Luxembourg) S.A. |
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Fund provider | Columbia Threadneedle Management Limited |
Fund type/Asset class | Equity fund |
Legal form | SICAV |
Fund issue date | - |
Last Update | 02.01.2024 |
Benchmark | MSCI ACWI SMID Cap Index (NDR) |
Tranche | - |
Principal Adverse Impacts
No explicit details regarding the principal adverse impacts.
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
Equities | 90 % to 100 % |
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Bonds | Excluded |
Money market/Bank deposits | Excluded |
Commodities | Excluded |
Direct investments | Excluded |
Derivatives | Excluded |
Other | - |
Sustainability approach
Principal Adverse Impacts |
-
|
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Further remarks on the consideration of SDGs | - |
Rationale behind classification according to SFDR | - |
Engagement | Yes, organized internally |
Voting | Yes, organized internally |
Best-in/of-Class | No |
ESG-Integration | Yes ESG integration is the consideration of financially material ESG issues in the course of investment analysis and decision making, with a view to gaining a more comprehensive understanding of risk and long-term opportunity. For ESG integration, we use third-party ESG data from research providers and broker reports to supplement our in-house ESG capabilities in the research and analysis of companies. |
Norm-based screening |
UN Global Compact
|
Themes |
-
|
Impact Investing |
-
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Further information on the sustainability approach | The CT (Lux) SDG Engagement Global Equity Fund aims to provide long term capital growth and support sustainable development. The Fund invests in a diversified portfolio of equity and equity-related securities of small- and mid-capitalization companies, which may be located anywhere in the word and be in any industry sector. The Fund seeks to achieve positive impact through targeted, impact-focused, active engagement with companies, using the Sustainable Development Goals framework. The identification of financially material environmental, social, and governance (ESG) issues forms part of our routine investment analysis (“ESG integration”), helping us to manage risk and support long-term returns. In addition to this, we will also seek to make a positive impact on society and the environment while at least meeting the criteria specified below. The overarching sustainability philosophy of the fund is to “Avoid, Invest, Improve”: (1) Avoid – we have a set of exclusion criteria setting threshold standards to avoid investment in socially or environmentally damaging products or unsustainable business practices. (2) Invest – we invest in companies providing sustainability solutions and/or companies making a positive contribution to society and/or the environment. (3) Improve – we engage with companies we invest in on significant ESG issues with most relevance to their business, to reduce risk, improve performance, encourage best practice and underpin long-term investor value. We believe that this active ownership is part of our duty as an investor acting in the best interests of our clients, and as a participant in the global financial system. |
Research and Transparency
In-house sustainability analysis | Yes, 32 |
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Research partners | Yes 400 |
Percentage of portfolio with sustainability analysis | 100 % |
Strategically important suppliers included | Yes |
Sustainability advisory committee | Advisory Our Responsible Investment Advisory Committee |
Analysis of portfolio CO2 | No |
Sustainability reporting | No |
At least monthly portfolio publication | No |
Certification/Label awarded by independent auditors |
FNG Label ★★★
|
Environmental
Exclusion of sectors / areas of business – companies
Fossil fuels (Coal, Oil and Gas) | Yes |
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Nuclear power (operation and components) | Yes |
Green genetic engineering | No |
Chlorine and agrochemicals (biocides) | No |
Other | - |
Exclusion of business practices – companies
Environmentally damaging behaviour | No |
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Damage to biodiversity | No |
Other | - |
Exclusion criteria – countries
Non-ratification of the Paris Climate Agreement | N/A |
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Non-ratification of the Protocol on Biosafety | N/A |
Non-ratification of the UN Biodiversity Convention | N/A |
Nuclear power by proportion of gross energy production | N/A |
Other | - |
Social
Exclusion of sectors / areas of business – companies
Weapons/Armaments | Yes |
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Cluster bombs and anti-personnel mines | Yes |
Weapons of mass destruction (ABC/CBRN) | Yes |
Tobacco products | Yes |
Pornography | No |
Spirits/Alcohol | No |
Gambling | No |
Other | - |
Exclusion of business practices – companies
Labour rights (ILO core labour standards) | No |
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Exploitative child labour | No |
Violation of human rights | Yes |
Animal testing | No |
Other | - |
Exclusion criteria – countries
Labour rights | N/A |
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Violation of human rights | N/A |
Military spending as a percentage of GDP | N/A |
Death penalty, torture | N/A |
Countries classified by Freedom House as not free | N/A |
Violations of the Nuclear Non-Proliferation Treaty | N/A |
Violations of other non-proliferation treaties | N/A |
Other | - |
Governance
Exclusion of business practices – companies
Corruption and bribery | Yes |
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Tax: planned avoidance & detected violations | No |
Other | - |
Exclusion criteria – countries
Corruption | N/A |
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Other | - |
More on data availability
-
EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
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