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Significant fund changes

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

On the 4th July 2022 we changed the names of our UK-domiciled funds to align them more closely with our global brand name, Columbia Threadneedle Investments. “CT” was introduced at the beginning of all UK fund names, and funds beginning with “Threadneedle” have had the word removed. For Significant event before 4th July 2022 notification will make reference to old fund names.
12 December 2024 - Changes to the investment policies of CT (Lux) Asia Equities and CT (Lux) Asian Equity Income

Effective 12 December 2024, changes will be made to the investment policies of CT (Lux) Asia Equities and CT (Lux) Asian Equity Income to broaden the permitted regional exposure, beyond Asia, to include investment in companies in the wider Asia Pacific region or which have significant Asia Pacific business operations (excluding Japan).

Further information can be found here.

12 December 2024 - Changes to CT (Lux) Pan European Equity Dividend

Effective 12 December 2024, the fund name will change to “CT (Lux) Pan European Focus” and the investment objective and policy will be amended.

While the fund will continue to invest in the shares of companies domiciled in Europe (including the UK), following the changes it will seek to achieve capital appreciation rather than income, through investment in a concentrated portfolio of equity securities.

The fund will also promote environmental and social characteristics by integrating a range of responsible investment measures into the investment decision-making process. The changes will result in the fund being categorised as Article 8 under SFDR.

Further information can be found here.

8 October 2024 - Changes to tobacco-related exclusions for CT Responsible and Sustainable Funds

Funds in scope for the change(s):

  • CT Responsible UK Equity Fund

Click here to learn more.

And for further information, please refer to the below documents.

Responsible Investment Strategies - Summary Criteria

20 August 2024 - Changes to weapons-related exclusions for CT Responsible Funds

Funds in scope for the changes:

• CT Responsible UK Income Fund
• CT (Lux) Responsible Euro Corporate Bond Fund

Click here to learn more.

And for further information, please consult the below document:
Responsible Investment Strategies - Summary Criteria

2 September 2024 - Changes in Columbia Threadneedle (Lux) I - Intragroup delegation

The Board of Columbia Threadneedle (Lux) I has decided to introduce the possibility to (fully or partially) delegate investment management functions to certain entities of the Group without prior amendment of the Prospectus or notification to shareholders. Further information can be found here.

2 September 2024 - Changes to the investment management arrangements of CT (Lux) American Extended Alpha, CT (Lux) American Select and CT (Lux) American Smaller Companies

Effective 2 September 2024, changes will be made to the investment management arrangements applicable to the following Columbia Threadneedle (Lux) I SICAV funds:

  1. CT (Lux) American Extended Alpha
  2. CT (Lux) American Select
  3. CT (Lux) American Smaller Companies

Further information can be found here.

2 September 2024 - Changes to CT (Lux) European Smaller Companies, CT (Lux) Pan European Smaller Companies and CT (Lux) Pan European Small Cap Opportunities

Effective 2 September 2024, changes will be made to the Prospectus definition of “European smaller companies” which applies to the following Columbia Threadneedle (Lux) I SICAV funds:

  1. CT (Lux) European Smaller Companies
  2. CT (Lux) Pan European Smaller Companies
  3. CT (Lux) Pan European Small Cap Opportunities

Further information can be found here.

2 September 2024 - Changes to the investment policies and SFDR RTS Annexes of 19 Columbia Threadneedle (Lux) I SICAV funds

Effective 2 September 2024, changes will be made to the investment policies and SFDR RTS Annexes (pre-contractual disclosures) of the following Columbia Threadneedle (Lux) I SICAV funds:

  1. CT (Lux) American
  2. CT (Lux) American Select
  3. CT (Lux) American Smaller Companies
  4. CT (Lux) Asia Equities
  5. CT (Lux) European Corporate Bond
  6. CT (Lux) European High Yield Bond
  7. CT (Lux) European Select
  8. CT (Lux) Global Corporate Bond
  9. CT (Lux) Global Equity Income
  10. CT (Lux) Global Focus
  11. CT (Lux) Global Select
  12. CT (Lux) Japan Equities
  13. CT (Lux) Pan European ESG Equities
  14. CT (Lux) UK Equities
  15. CT (Lux) US Contrarian Core Equities
  16. CT (Lux) European Smaller Companies
  17. CT (Lux) Pan European Smaller Companies
  18. CT (Lux) Pan European Small Cap Opportunities
  19. CT (Lux) Global Smaller Companies

These funds already promote environmental and social characteristics by integrating a range of responsible investment measures into the investment decision-making process, as well as ensuring that the companies in which the funds invest follow good governance practices.

From the Effective Date, the investment manager responsible for the management of the funds will increase the minimum proportion that each fund commits to holding sustainable investments, as further detailed in the SFDR RTS Annexes. For some of the funds, this will be the first time such a commitment is being made. The funds will continue to be categorised as Article 8 under SFDR.

For CT (Lux) Global Smaller Companies, additional changes are also being made to highlight Columbia Threadneedle’s commitment to the Net Zero Asset Managers Initiative (NZAMI), which will now include this fund.

Further information can be found in the below. Please refer to the numbered fund list above for the corresponding letter.

Shareholder Letter (Funds 1-15)

Shareholder Letter (Funds 16-18)

Shareholder Letter (Fund 19)

Investment objective and policy updates

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.

Investor letter

Q&A