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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:

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 – Result of Extraordinary General Meeting
Threadneedle UK Select Fund – Proposed merger
Threadneedle Managed Funds – Final reports
Threadneedle Managed Funds – Result of Extraordinary General Meetings (“EGMs”)
Threadneedle Managed Funds – Proposed mergers
Non-UCITs status for OEICs from 1 January 2021
Change of performance benchmark for the Threadneedle Sterling Short-Term Money Market Fund
UK Absolute Alpha Fund Closure
Proposal to close the Threadneedle UK Absolute Alpha Fund
Managed Funds Range Changes: New composite indices, Reduction of fees & Compulsory conversion clause
Prospectus Changes: Compulsory Conversion Clause
Discontinuation of Performance Fees
Investment objective and policy updates
Important changes to the Threadneedle UK Corporate Bond Fund
Important changes to the Threadneedle Dynamic Real Return Fund
Changes to the Threadneedle Managed Funds range
Significant Fund Changes: Absolute Return Bond Fund
Significant Fund Changes: Ethical UK Equity Fund
Significant Fund Changes: UK Overseas Earnings Fund
Important changes to the Threadneedle UK Property Authorised Investment Fund and the Threadneedle UK Property Authorised Trust
Important information about the Threadneedle Japan Fund
Co-management and Delegation Arrangements
Important changes to the Threadneedle Sterling Fund
Threadneedle American Select Fund OEIC
Scheme of arrangement: The Lux funds
Scheme of Arrangement EGM update
Property pricing change
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
Proposed closure of Threadneedle Global Opportunities Bond Fund
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)
Threadneedle Navigator Unit Trusts Closure
Class L Shares - Investment Minimum
Portfolio Hedgling - Threadneedle European Fund
Compulsory share class conversion
Transfer of EU customer assets to our Luxembourg fund range
Changes to investment policies of certain Threadneedle funds
Fee reduction
Changes to the Threadneedle Navigator Fund Range
Prospectus changes: Compulsory conversion
Change to management of the Threadneedle Japan Fund
Simplication of our equity fund range
Change to the Threadneedle Managed Funds range
Closure of Threadneedle Target Return Fund
Simplification of our Fixed Income fund range
Recent charges to savings and investments tax - gross payments and removal of 'net' from share class names
Threadneedle UK Extended Alpha Fund & Threadneedle UK Absolute Alpha Fund
Investment Policy Change of Threadneedle UK Growth & Income Fund
Change to the Threadneedle Navigator Fund range
Transfer of Threadneedle US Equity Income Fund
Changes within the Depositary/Custodian/Trustee
Appointment of Columbia Management Investment Advisers, LLC (Columbia) as investment adviser
Threadneedle Multi-Asset Zurich Fund range
Threadneedle UK Property Funds