Significant fund changes

Threadneedle Managed Funds Range Changes

On the 28 February 2017 we will be changing the names of the funds within the fund range and will also be rewording the investment objectives for the Funds to provide a clearer, simpler explanation of the investment process of each fund.

We have written to advisers who have clients invested in the fund as well as directly to investors in the funds to notify them of the changes, copies of the communications are included below.

What changes are being made?

We are changing the names of the Funds within the range and also rewording the investment objectives for the Funds to provide a clearer simpler explanation of the investment purpose of each fund. The changes to the wording will not affect the way the Funds are run by the fund managers.

Why are these changes being made?

We believe the new names and updated investment objectives and policies provide a clearer explanation of each Fund and reflect the descriptions being used by similar Funds across the industry.

Will my clients’ investment be affected?

No, there will be no change to your clients’ investment as the Funds will continue to be managed in the same way.

Will there be an impact on the fees I pay?

No, these changes will not affect the fees your clients pay. Columbia Threadneedle Investments will cover all costs related to these changes.

Further information

If you have any further questions, please call us on 0800 953 0134*. Our team is available from 8:00 am to 6:00 pm, Monday to Friday.

*Calls may be recorded.

Related Documents

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Full details of the changes being made can be found here

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Shareholder Letter

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Adviser Letter

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Changes to Investment Objectives and policies