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Fund announcements

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) /Key Information Documents (KID), please refer to the below documents:

20 December 2023 – Withdrawal of authorisation of 5 sub-funds in Hong Kong

We would like to notify you that Threadneedle Investment Services Limited, the authorised corporate director of Columbia Threadneedle Investment Funds (UK) ICVC (“CTIF”), and Threadneedle Management Luxembourg S.A., the management company of Columbia Threadneedle (Lux) I (“CT(Lux)”), have decided to cease marketing the following UK Funds (including CTIF) and Lux Funds (collectively known as “the Funds”), respectively, to the public in Hong Kong in future and to apply to the Securities and Futures Commission for the withdrawal of the authorisation of the Funds.

UK Funds

  • CT European Fund
  • CT UK Smaller Companies Fund

Lux Funds

  • CT(Lux) American
  • CT(Lux) Pan European Small Cap Opportunities
  • CT(Lux) Emerging Market Corporate Bonds

We will no longer market the Funds to the public in Hong Kong with immediate effect, and the withdrawal of authorisation of the Funds will take effect as of 20 March 2024.

Further information can be found below.

Shareholder Notice

20 November 2023 – Changes to the investment policies and SFDR RTS Annexes of 4 Threadneedle (Lux) sub-funds

Effective 20 November, changes will be made to the investment policies and SFDR RTS Annexes (pre-contractual disclosures) of the following Threadneedle (Lux) sub-funds:

  1. Threadneedle (Lux) American
  2. Threadneedle (Lux) Pan European Small Cap Opportunities
  3. Threadneedle (Lux) Global Emerging Markets Equities
  4. Threadneedle (Lux) Global Focus

For Funds 1-3 (as numbered above), the investment policies will be amended and new SFDR RTS Annexes included to introduce the promotion of environmental and social characteristics. The changes will result in the Funds being categorised as Article 8 under SFDR. For Funds 1 & 2, additional changes are also being made to highlight Columbia Threadneedle’s commitment to the Net Zero Asset Managers Initiative (NZAMI), which includes these Funds.

For Fund 4 (as numbered above), the investment policies and SFDR RTS Annexes will be amended to introduce additional measures that support the promotion of environmental and social characteristics. The Funds will continue to be categorised as Article 8 under SFDR. Additional changes are also being made to highlight Columbia Threadneedle’s commitment to the Net Zero Asset Managers Initiative (NZAMI), which includes these Funds.

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

Shareholder Letter (Funds 1 & 2)

Shareholder Letter (Funds 3)

Shareholder Letter (Funds 4)

20 November 2023 - Renaming our SICAV companies and fund names

Update

The proposals to change two of our SICAV company umbrella names, as well as their underlying fund names, were passed at Extraordinary General Meetings held on 27th September. These name changes will take effect on 20th November 2023.


In 2021 Columbia Threadneedle Investments acquired BMO’s asset management business in EMEA (Europe, Middle East and Africa), resulting in the renaming of various funds and entities within the combined business to reflect a unified Columbia Threadneedle Investments brand in July 2022. A reminder of the changes to the names of our UK-domiciled funds can be seen here.

Renaming the Companies

Consistent with these changes, the Boards of Columbia Threadneedle (Lux) and Threadneedle (Lux) propose to amend and restate the Companies’ articles of incorporation (the “Articles”) to change the names of the two Companies as follows:

Existing Umbrella Name
New Umbrella Name
Columbia Threadneedle (Lux)
Columbia Threadneedle (Lux) II
Threadneedle (Lux)
Columbia Threadneedle (Lux) I

Renaming the sub funds

In addition to renaming the Companies, the Boards propose to change the name of the underlying funds in these umbrellas by replacing the pre-fix “Columbia Threadneedle (Lux)” with “CT(Lux)” and by replacing the pre-fix “Threadneedle (Lux)” with “CT (Lux)”, with effect from 20 November 2023, as described in Appendix 1 of the letters below. This will better align the fund names with the Columbia Threadneedle Investments brand. The renaming of the funds will not affect the way in which they are managed or their investment objectives and policies.

A draft of the restated Articles showing the relevant changes is available to shareholders free of charge at the Company’s registered office.

CT(Lux) – EGM Notice

T(Lux) – EGM Notice

Please follow this link to see all the proposed changes.

18 October 2023 - Change in Benchmark - Threadneedle (Lux) Global Technology

Effective 18 October, the benchmark on the Threadneedle (Lux) Global Technology sub-fund will change from the MSCI World Information Technology Index to the MSCI World Information Technology 10/40 Index.

Further information can be found below.

Shareholder Notice

29 September 2023 – Suspension of subscriptions and planned liquidation of Threadneedle (Lux) Asia Contrarian Equity

The board of directors of the SICAV (the “Board”) has recommended that, subject to all relevant regulatory approvals being received, Threadneedle (Lux) Asia Contrarian Equity (the “Portfolio”) will be put into liquidation in accordance with Article 31 of the SICAV’s Articles of Association and the section “Merger or Liquidation” of the Prospectus. Following regulatory approval, this means that the Portfolio’s holdings will be liquidated (i.e. sold).

Further information can be found below:

Shareholder notice

Threadneedle (Lux) – changes to the SICAV and the Portfolios (May 2023)

We would like to inform you about certain changes to the SICAV and the Portfolios:

  • Enhancement of disclosures relating to investment policy of the Portfolios
  • Other enhancement and miscellaneous updates

Read more

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

Notice to the shareholders of Threadneedle (Lux) Pan European Small Cap Opportunities (June 2023)

Important information: Change in reference index for the Portfolio

Investor letter

Threadneedle UK - domiciled funds rename (July 2022)

In July 2022, we are changing the names of our UK fund umbrella companies and their sub-funds to align them more closely with our global brand name, Columbia Threadneedle Investments.

Read more

Withdrawal of UK funds’ documents and translations for marketing materials from EU websites (July 2022)

Following the UK’s departure from the European Union (EU), our UK domiciled funds are no longer marketed in EU countries. As a result, Columbia Threadneedle Investments will no longer provide translations into EU languages of fund documents and marketing materials for sub-funds of Threadneedle Investment Funds ICVC and Threadneedle Specialist Investment funds ICVC (the “Funds”) and they will be withdrawn from our EU websites. These documents include Key Investor Information Documents (KIIDs), factsheets and prospectuses. The changes are effective from 4 July 2022.

View Q&A

Threadneedle Investment Funds ICVC (“TIF”) – changes to European Fund and UK Smaller Companies Fund (June 2022)

We would like to inform you about certain changes made to the following sub-funds of the Threadneedle Investment Funds ICVC (“TIF”):

  • European Fund
  • UK Smaller Companies Fund

Read more

Threadneedle (Lux) – changes to the SICAV and the Portfolios (May 2022)

We would like to inform you about certain changes to the SICAV and the Portfolios.

Read more

Investment objective and policy updates (August 2019)

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