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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.
Threadneedle Investment Funds ICVC (“TIF”) – changes to European Fund and UK Smaller Companies Fund
Threadneedle (Lux) – changes to the SICAV and the Portfolios
Threadneedle UK - domiciled funds rename
Closure of Class D on OEIC funds
Withdrawal of UK funds’ documents and translations for marketing materials from EU websites
Threadneedle UK Select Fund – Proposed merger
Non-UCITs status for OEICs from 1 January 2021
Discontinuation of Performance Fees
Investment objective and policy updates
Important changes to the Threadneedle UK Corporate Bond Fund
Significant Fund Changes: Absolute Return Bond 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 Mergers: The Lux Funds
Scheme of arrangement adjourned meetings
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)