Significant fund changes and other relevant information

COLUMBIA THREADNEEDLE (LUX) III

Please see below the information about the Investment Manager(s) responsible for managing each sub-fund of Columbia Threadneedle (Lux) III.

The table below sets out:

  • the identity of the legal entity(ies) currently managing each sub-fund; and
  • the identity of any legal entity that was replaced as Portfolio Manager of a sub-fund during the financial year prior to the current financial year.
If you are an investor in Columbia Threadneedle (Lux) III, you may obtain information on the entire history of Investment Manager appointments in Columbia Threadneedle (Lux) III by contacting your usual client relationship manager.

If you have any questions regarding any of the information above, please contact your usual client relationship manager.

Sub-Fund
Current Portfolio Manager
Current Sub-Portfolio Manager
Previous Portfolio Manager and Sub-Portfolio Managers
CT (Lux) Diversified Growth
Columbia Threadneedle Management Limited
None
CT (Lux) Sustainable Opportunities European Equity
Columbia Threadneedle Management Limited
None
CT (Lux) European Growth & Income
Columbia Threadneedle Management Limited
None
CT (Lux) European Smaller Cap
Columbia Threadneedle Management Limited
None
CT (Lux) Global Convertible Bond
Columbia Threadneedle Management Limited
Columbia Management Investment Advisers, LLC (from December 15, 2023)
Columbia Threadneedle Netherlands B.V. (until December 15, 2023)
CT (Lux) Responsible Global Emerging Markets Equity
Columbia Threadneedle Management Limited
• Columbia Threadneedle (EM) Investments Limited
• Threadneedle Asset Management Limited (from December 1, 2023)
• Columbia Management Investment Advisers, LLC (from December 1, 2023)
CT (Lux) Global Smaller Cap Equity
Columbia Threadneedle Management Limited
None
CT (Lux) Global Total Return Bond
Columbia Threadneedle Management Limited
None
CT (Lux) Responsible Global Equity
Columbia Threadneedle Management Limited
None
CT (Lux) US Smaller Companies
Columbia Threadneedle Management Limited
Columbia Management Investment Advisers, LLC
CT (Lux) Global Absolute Return Bond
Columbia Threadneedle Management Limited
None
CT (Lux) Responsible Euro Corporate Bond
Columbia Threadneedle Management Limited
None
CT (Lux) Euro Bond Fund
Columbia Threadneedle Management Limited
None
CT (Lux) SDG Engagement Global Equity
Columbia Threadneedle Management Limited
None
CT (Lux) Sustainable Multi-Asset Income
Columbia Threadneedle Management Limited
None
CT (Lux) Sustainable Global Equity Enhanced Income
Columbia Threadneedle Management Limited
None