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.
Following the surprise UK election result of a hung parliament, our senior investors consider the implications for markets, economies and Brexit.
A consistent, straightforward, long-only and unlevered approach to target return investing.
We provide a comprehensive range of actively managed UK equity funds, developed through a powerful combination of experience, tried and tested investment processes and a truly collaborative approach.
A new report by think tank New Financial, supported by Columbia Threadneedle, shows that gender diversity is improving across European capital markets. The report, Counting Every Woman 2017, measures female representation on boards and executive committees of 240 companies and institutions and finds that female representation has increased across all 12 sectors on both boards and executive committees. In the asset management industry, the percentage of women on boards has increased to 27% (from 23% in 2014) and to 18% on executive committees (from 15% in 2014). Columbia Threadneedle is pleased to come top of the asset management sector for women on executive committees at 40% representation, and is 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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