Our Funds

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.
20 November 2023 - Changes to the investment policies and SFDR RTS Annexes of 21 Threadneedle (Lux) and Columbia Threadneedle (Lux) sub-funds
20 November 2023 - Renaming our SICAV companies and fund names
18 October 2023 - Change in Benchmark - Threadneedle (Lux) Global Technology
31 July 2023 - Changes to the investment policies of 11 Columbia Threadneedle equity funds
19 October 2022 - Fund Closure - CT Responsible China A-Share Equity Fund
30 September 2022 - Change in Benchmark - CT European Real Estate Securities Fund
6 September 2022 - Fund Closure - CT Enhanced Income Euro Equity Fund
Threadneedle UK - domiciled funds rename
Withdrawal of UK funds’ documents and translations for marketing materials from EU websites
Threadneedle (Lux) AGM 2022 Notice and Proxy form
Threadneedle UK Select Fund – Proposed merger
Investment objective and policy updates
Important changes to the Threadneedle UK Corporate Bond Fund
Significant Fund Changes: UK Overseas Earnings Fund
Important information about the Threadneedle Japan Fund
Co-management and Delegation Arrangements
Brexit Update: EU and non-UK Investors in Threadneedle OEIC1 Funds
Threadneedle American Select Fund OEIC
Scheme of Arrangement: The Lux Funds
Scheme of Arrangement EGM Update
Scheme of Arrangement: The Lux Funds
Scheme of Arrangement: The Lux Funds
Transfer of Customer Assets (Scheme of Arrangement)
Scheme of Arrangement EGM Update
Cross-border Mergers: Threadneedle Credit Opportunities Fund
Scheme of Arrangement EGM Update
Cross-border merger The Lux Funds
Transfer of Customer Assets (Scheme of Arrangement)
Transfer of Customer Assets (Scheme of Arrangement)
Cross-border Merger EGM Update
Transfer of Customer Assets (Cross-border Merger)
Compulsory Share Class Conversion
Transfer of EU Customer Assets to Our Luxembourg Fund Range
Changes to Investment Policies of Certain Threadneedle Funds
Fee Reductions
Prospectus Changes: Compulsory Conversion
Change to Management of the Threadneedle Japan Fund
UK Growth & Income Policy Change
Changes within the Depositary/Custodian/Trustee
TIF American Smaller Companies Fund
TIF and TSIF Deferred Redemptions
TIF and TSIF US Equity Funds