CT (Lux) US Contr. Core Eq. ZU Cap EUR

The Fund aims to increase the value of your investment over the long term. The Fund invests at least two-thirds of its assets in shares of large companies in the US or those that have significant operations there. These companies will generally have a market value of more than US$ 2 billion at the time of purchase. A "contrarian" approach is used to select the Fund's investments and the fund manager will generally target shares that have underperformed, but which they believe have the potential for recovery. The Fund invests directly in these assets or may seek to gain exposure to these assets indirectly by using derivatives (complex instruments). The Fund may also use derivatives for hedging purposes or to manage the Fund more efficiently. Derivatives may create leverage (market exposure in excess of the net asset value of the Fund). The Fund may also invest in asset classes and instruments different from those stated above. The Fund is actively managed in reference to the S&P 500 Index. The index is broadly representative of the companies in which the Fund invests, and provides a suitable target benchmark against which Fund performance will be measured and evaluated over time. The index is not designed to specifically consider environmental or social characteristics. The fund manager has discretion to select investments with weightings different to the index, and that are not in the index, and the Fund may display significant divergence from the index. The Fund promotes environmental and social characteristics by integrating a range of responsible investment measures into the investment process, and ensures that the companies it invests in follow good governance practices. The Fund aims to compare favourably against the index over rolling 12-month periods when assessed using the Columbia Threadneedle ESG (environmental, social and governance) Materiality Rating model, which indicates how much exposure a company has to material ESG risks and opportunities. At least

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No