MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve a return over the long term, consisting of both investment growth and some income, achieved through investment in companies that are positively exposed to sustainable themes through their products and services, as well as focussing on those with strong or improving environmental, social and governance (ESG) characteristics. The Fund is actively managed and invests at least 75% of its assets in shares of companies domiciled in the UK, or which have significant UK business operations. The Fund focuses on selecting companies delivering sustainable outcomes or progressing towards the delivery of sustainable outcomes, as outlined in the Fund’s Sustainable Investment Guidelines. Those companies will offer products and services aligned to the Fund’s sustainable themes, or demonstrate leadership on sustainability issues through strong environmental, social, and governance practices. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate. The Fund is not permitted to invest in derivatives for investment purposes, but derivatives may be used with the aim of reducing risk or managing the Fund more efficiently.

Fund Managers

Sonal Sagar

Sonal Sagar is a fund manager on the UK equities team with responsibility for researching UK companies in the industrials, leisure, healthcare and life insurance sectors. She is co-manager of the Threadneedle UK Sustainable Equity Fund as well as deputy portfolio manager on a number of institutional and core mandates, in addition to the Threadneedle UK Institutional Fund. Prior to this, Sonal worked at Jefferies International latterly covering European Aerospace & Defence and before this European Pharmaceuticals. Before Jefferies she was at Nomura International as an analyst in Equity Capital Markets. Sonal holds the Chartered Financial Analyst designation and a BSc in Economics, Politics and International Studies from the University of Warwick.