Columbia Threadneedle Investments offers funds in UK-domiciled OEIC and Unit Trusts as well as Luxembourg-domiciled SICAV structures.
These factsheets include essential information such as fund objective, performance analysis and total return information, a portfolio breakdown and key risk information.
Why active managers are well placed to take advantage of social, economic and political change
We strive to be responsible stewards of our clients' assets within a framework of good governance and transparency. See Corporate Responsibility.
Our global investment team is built on a genuine culture of collaboration, where experts challenge and debate their best ideas to make better decisions, leading to better outcomes for you and your clients. Find out how partnering with us can help deliver the consistent success you and your clients demand.
A consistent, straightforward, long-only and unlevered approach to target return investing.
A diverse range of strategies with an established track record of consistently strong performance. Find out how our UK equities range can shed light on consistent opportunities for your clients.
Columbia Threadneedle was proud to be named Employer of the Year at the 2017 Women in Finance Awards. Presented by HM Treasury, the award recognises companies that have proactively cultivated a diverse workforce, aiming to achieve equal gender representation at all levels. The judges look for companies with the most diversity amongst senior employees, the best maternity/paternity benefits, a proven track record in promoting diversity, and the most extensive diversity-supportive policies in recruitment and operations. Columbia Threadneedle was the first European asset manager to disclose our gender data in 2015 and was a founding signatory of HM Treasury’s Women in Finance Charter last year. In a recent report by the think tank New Financial, ‘Counting Every Woman 2017, we came top of the asset management sector for women on executive committees at 40% representation, and were among the top five for board level representation with 33%.
Following extensive engagement with existing investors, Simon Bond, fund manager of the Threadneedle UK Social Bond Fund, has reduced the duration of the fund from 6.8 years to 4.75 years. This should also reduce volatility for clients. In addition the fund’s reference index is now the BoA Merrill Lynch 1-10 year sterling non gilt index, to reflect the ongoing shortened duration of the fund. The fund’s social remit remains unchanged.
On 25 April Michelle Scrimgeour joined Columbia Threadneedle as Chief Executive Officer, Europe, Middle East & Africa (EMEA). Michelle also joins the Executive Leadership Team of Ameriprise Financial, Inc (NYSE:AMP). Columbia Threadneedle is the global asset management group of Ameriprise Financial. Ted Truscott, Global Chief Executive Officer at Columbia Threadneedle commented, “I am delighted to welcome Michelle to Columbia Threadneedle. Michelle is a business leader with excellent experience and a strong track record of achieving results. In addition to her extensive experience across asset management functions, she brings energy, commerciality and a strong understanding of client needs. Michelle joins Columbia Threadneedle at an exciting time as we further build our global business and continue to focus on delivering successful investment outcomes and solutions for our customers.”
We are pleased to announced our Threadneedle Ethical UK Equity Fund has been awarded ‘best new entrant’ at the Investment Week Sustainable Investment Awards 2016.
The PA Fund Awards are unique within the industry, recognising expected future performance rather than looking at the past. The awards were judged by a panel of experienced Wealth Managers that were asked to nominate funds that they see as having future potential, and that are their top fund recommendations within each category.
Threadneedle UK Smaller Companies Fund won best UK Smaller Companies Fund award at Investment Weeks Fund Manager of the Year Awards 2016.
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