We are changing the investment policies of the following funds:
- The Threadneedle Global Emerging Markets Equity Fund, which invests in global emerging market shares including Chinese mainland shares.
- The Threadneedle Asia Fund, which invests in Asian shares excluding Japan and including Chinese mainland shares.
- The Threadneedle China Opportunities Fund, which invests in Chinese mainland shares.
The changes will allow the funds to also invest directly in a specific set of Chinese shares known as China A-Shares. The new investments will take place using programmes called Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect and may also be made through other Stock Connect programmes if they become available in the future.
Please note that the Threadneedle Global Select Fund, the Threadneedle Global Extended Alpha Fund and the Threadneedle Global Equity Income Fund will also have the ability to invest via Stock Connect. However, we are not amending the investment policies of these funds as their investment via Stock Connect will be limited to 5% of their respective portfolio’s assets. Other provisions in the prospectuses for these funds will be updated to take account of this investment via Stock Connect.