Significant fund changes
Merger of Threadneedle Multi-Asset Zurich Fund Range into the Zurich Multi-Asset Fund Range
Important Information
On Thursday 9 July 2015, Extraordinary General Meetings (EGMs) were held to enable shareholders of the Funds within the Threadneedle Multi-Asset Zurich fund range to vote on our proposal to merge the Threadneedle Multi-Asset Zurich Funds I to V (the ‘Merging Funds’) with the Zurich Horizon Multi-Asset Funds I to V (the ‘Receiving Funds’). The merger proposal was passed by the required majority for each fund, and therefore the mergers will take place on 18 July 2015. The Threadneedle Multi-Asset Zurich funds will no longer be available for investment from 12 noon on Thursday 16 July 2015.
The proposal is to merge the entire fund ranges, as outlined below. Further details of the mergers can be found in the Zurich Merger Circular in the related documents area.
The Merging Funds | The Receiving Funds | |
|---|---|---|
Threadneedle Multi-Asset Zurich I | into | Zurich Horizon Multi-Asset Fund I |
Threadneedle Multi-Asset Zurich II | into | Zurich Horizon Multi-Asset Fund II |
Threadneedle Multi-Asset Zurich III | into | Zurich Horizon Multi-Asset Fund III |
Threadneedle Multi-Asset Zurich IV | into | Zurich Horizon Multi-Asset Fund IV |
Threadneedle Multi-Asset Zurich V | into | Zurich Horizon Multi-Asset Fund V |