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Columbia Threadneedle Foundation

Funds and prices

Columbia Threadneedle has a comprehensive range of investment funds catering for a broad range of objectives. You can view the latest prices and information on our OEIC and SICAV funds.

Value Assessment Report

These reports cover our full UK fund range for Threadneedle Investment Services Limited and Columbia Threadneedle Fund Management Limited and seek to provide an in-depth assessment of the value provided by each of the funds and share classes in our range, according to seven criteria set by our regulator, the Financial Conduct Authority (FCA).

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Monthly fund commentaries

Significant fund changes

Regulatory templates

Keep up to date with global markets, discover our latest thinking on key asset classes and read our fund managers’ latest thoughts on the world.

We run regular webinars, both updates and outlooks from our fund managers and technical training from our Adviser Edge team. Register for one of our upcoming events or view our back catalogue.

World in Motion - Global equities blog

Our World in Motion global equities blog lifts the lid on what we do and shows you how our investment engine works. From describing company visits and snapshots of the work we do, to exploring the major themes and trends shaping markets.

Doing business with us

Doing business with us

Adviser valuation service

Quick and easy secure access to your clients’ investment valuations and transaction history at a time that suits you

Adviser Edge offers technical training and support, providing practical value to your business and clients. Create an account to access structured CPD, accredited by the LIBF, and log your hours. In a competitive market, it’s vital you’re staying ahead of change and maintaining your edge

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Access a range of resources to help you prepare for the implementation of the FCA’s Consumer Duty regulation

About Columbia Threadneedle

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

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Financial planning

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Introducing the Adviser Edge financial planning zone

From client to client, financial priorities vary. We understand that the starting point for any conversation about your clients’ financial future is what they want to achieve. Here, we bring you technical notes, guides and case studies to support these conversations and how you can help each client achieve their goals.

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Tax-efficient investment planning

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28 June 2024

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Client retirement options explained

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28 June 2024

Investment and tax

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Tax wrappers: a summary of key differences

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Tax wrappers: a summary of key differences

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28 June 2024

Investment and tax

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What you need to know about top-slicing relief

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What you need to know about top-slicing relief

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3 February 2025

Investment and tax

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Woman talking on the phone

10 min read

structured CPD

Protected: Structured Articles 2

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structured CPD

3 February 2025

Post-retirement planning

Financial planning

Protected: Structured Articles 1

Older couple smiling and talking

20 min read

structured CPD

Protected: Structured Articles 1

30

structured CPD

2 July 2024

Investment and tax

Financial planning

Tax-efficient investment planning

Woman talking on the phone

structured CPD

Tax-efficient investment planning

30

structured CPD

28 June 2024

Post-retirement planning

Financial planning

Client retirement options explained

Older couple smiling and talking

20 min read

structured CPD

Client retirement options explained

30

structured CPD

28 June 2024

Investment and tax

Financial planning

Tax wrappers: a summary of key differences

Woman talking on the phone

10 min read

structured CPD

Tax wrappers: a summary of key differences

30

structured CPD

28 June 2024

Investment and tax

Financial planning

What you need to know about top-slicing relief

Woman making a phone call

structured CPD

What you need to know about top-slicing relief

30

structured CPD

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© 2025 Columbia Threadneedle Investments. Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.

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Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. I have read and accept the terms and conditions and cookie policy of this site.