Objective and policy wording updates – Threadneedle Funds

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Various fund objective and policy wording updates – Threadneedle Funds

Columbia Threadneedle ("Threadneedle") has announced various changes to funds across its range which will take effect from 7 August 2019.

Impacts on
these guided-architecture products

Impacts on
open architecture products including

  • PIMS
  • Choice
  • Select

What is changing?

Threadneedle is updating the wording of the objectives and policies of the funds to provide more detail and clarity on how the funds are managed. 

 

In many cases, Threadneedle is also adding reference to performance benchmarks, whether used as a target or simply as a standard against which fund performance can be compared.

 

Funds available in our guided-architecture products

Please click on the links below for a detailed objective and policy wording updates. 

 

 

Funds available in our open-architecture products

Various funds in our open-architecture products will be subject to a detailed investment objective and policy wording update. Please visit the Threadneedle link below for the full list of affected funds. 

 

 

You can view a copy of the Threadneedle notification documents opposite. 

 

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For more information about Threadneedle visit www.columbiathreadneedle.com