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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 related to Columbia Threadneedle (AM) Holdings PLC
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
Important information: Change in reference index for the Portfolio
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of Threadneedle Investment Funds ICVC and Threadneedle Specialist Investment funds ICVC (the “Funds”) and they will be withdrawn from our EU websites.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.
In July 2022, we are changing the names of our UK fund umbrella companies and their sub-funds to align them more closely with our global brand name, Columbia Threadneedle Investments.
We would like to inform you about certain changes to the SICAV and the Portfolios.
As the UK has now left the European Union, UK funds managed by a UK manager will no longer qualify as UCITS funds under this framework. UK-based funds do however continue to follow all of the same rules as UCITS funds. We have put together a Q&A document to help you with this transition affecting OEIC funds from the 1 January 2021.
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
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.