Significant Fund Changes | Columbia Threadneedle Investments

Important Information

Please read this important information regarding important changes we have made, or are planning to make to our fund range.

For details of significant events shown on Key Investor Information Documents (KIID), please refer to the below documents:

Significant events – Columbia Threadneedle Luxembourg-Domiciled SICAV Funds

Significant Events related to Columbia Threadneedle (AM) Holdings PLC

Significant events – Columbia Threadneedle (AM) Holdings PLC

31 July 2023 - Changes to the investment policies of 11 Columbia Threadneedle equity funds

From 2 October 2023, changes will be made to the investment policies of the following funds:

CT American Smaller Companies Fund (US)
CT Asia Fund
CT Global Emerging Markets Equity Fund
CT American Fund
CT American Select Fund
CT European Select
CT European Smaller Companies Fund
CT Global Equity Income Fund
CT Global Focus Fund
CT Global Select Fund
CT UK Fund
CT UK Sustainable Equity Fund

In summary, the investment policies of these funds will be amended to integrate certain RI measures into the decision-making process and/or highlight Columbia Threadneedle’s commitment to the Net Zero Asset Managers Initiative (NZAMI).

Further information can be found below:

Investment Policy Changes: ESG-related (Funds 1-3) – Adviser Letter

Investment Policy Changes: ESG-related (Funds 1-3) – Shareholder Letter

Investment Policy Changes: ESG-related and NZAMI (Funds 4-11) – Adviser Letter

Investment Policy Changes: ESG-related and NZAMI (Funds 4-11) – Shareholder Letter

Investment Policy Changes: NZAMI (CT UK Sustainable Equity Fund) – Adviser Letter

Investment Policy Changes: NZAMI (CT UK Sustainable Equity Fund) – Shareholder Letter

ESG and Net Zero Investment Policy Changes

Q&A

Notice to the shareholders of Threadneedle (Lux) Pan European Small Cap Opportunities (June 2023)

Closure of Class D on OEIC funds (September 2022)

Threadneedle (Lux) AGM 2022 Notice and Proxy form (July 2022)

Withdrawal of UK funds’ documents and translations for marketing materials from EU websites (July 2022)

Following the UK’s departure from the European Union (EU), our UK domiciled funds are no longer marketed in EU countries. As a result, Columbia Threadneedle Investments will no longer provide translations into EU languages of fund documents and marketing materials for sub-funds of Threadneedle Investment Funds ICVC and Threadneedle Specialist Investment funds ICVC (the “Funds”) and they will be withdrawn from our EU websites. These documents include Key Investor Information Documents (KIIDs), factsheets and prospectuses. The changes are effective from 4 July 2022.

View Q&A

Threadneedle UK-domiciled funds rename (July 2022)

Threadneedle (Lux) – changes to the SICAV and the Portfolios (May 2022)

Non-UCITs status for OEICs from 1 January 2021

Discontinuation of Performance Fees (January 2020)

Effective from 1 January 2020, we have discontinued charging performance fees on the following funds (“the Funds”):

Threadneedle UK Absolute Alpha Fund
Threadneedle American Extended Alpha Fund
Threadneedle Global Extended Alpha Fund
Threadneedle UK Extended Alpha Fund
Threadneedle (Lux) American Extended Alpha
Threadneedle (Lux) Global Extended Alpha

Q&A

Investment objective and policy updates (August 2019)

We have recently reviewed the information available to investors about our UK-based OEIC (open-ended investment company) funds and, as a result, we’re updating a number of our fund investment objectives and policies. This will provide investors with additional information regarding our investment approach. These updates will take effect from 7 August 2019.

Adviser letter

Q&A

Fund announcements

Important Information

Significant Events related to Columbia Threadneedle (AM) Holdings PLC