Investment fund to suit your needs
Explore our range of investment funds
Our investment fund range
At Columbia Threadneedle, we understand you’ll want to invest your money in line with your future goals. Our funds are designed so you can select them to suit your individual appetite for risk. You can select funds based on geographic focus and the type of investment, or ‘asset class’ you want to invest in.
There are four main asset classes:
- Cash / money markets
- Fixed income (i.e. bonds)
- Equities (i.e. stocks and shares)
- Property
Investment options
You can invest in fixed income, equities and property at Columbia Threadneedle. In some instances, this will be through an investment account or ISA. As there are two management companies operating open ended investment company funds, it’s possible you may be required to open a second investment account. The two fund management companies are Threadneedle Investment Services Ltd and Columbia Threadneedle Fund Management Ltd.
Please note, you can only pay into one stocks and shares ISA each tax year, so if you select a fund from each of our management companies, only one can go into a stocks and shares ISA and the other can go to an investment account that doesn’t feature ISA tax benefits.
Important information
Before you apply to make an investment, please ensure you have read and understood the following in relation to your chosen product(s).
- the relevant fund(s) Key Investor Information Document (KIID)
- any Supplementary Information Documents relating to your fund(s) (SID)
- the relevant fund(s) Target Market information
- the relevant fund(s) Prospectus
- Columbia Threadneedle terms and conditions
Please ensure you read the terms and conditions before applying, which provides more detailed information on investing with us and governs your relationship with Columbia Threadneedle Investment Services Limited regarding your investment, including respective rights and responsibilities.
When we accept your application to purchase a Columbia Threadneedle Product, these Terms and Conditions, your Application Form and, if you are investing in Columbia Threadneedle Funds, the Key Investor Information Document (or, for non–UCITS retail schemes, the non-UCITS Key Investor Information document) and the relevant Prospectus, will together be a binding agreement between you and us.
Please remember that past performance is not a guide to future results. The value of your investments and any income from them is not guaranteed and may go down as well as up. You may not get back the full amount invested.
You should also download and read the relevant fund Key Investor Information Document (KIID). This information is required by law to help you understand the nature and risks of investing in a fund.
Please note that certain Columbia Threadneedle funds and/or certain share classes may not be available to all investors and differing minimum initial investment amounts may apply on different types of shares or units.
Let's talk about risk
All of our savings plans involve a level of risk and the value of your investments can go down as well as up. The level of risk will depend upon the underlying investments that you choose to hold in the plans. You need to be comfortable that you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances.
Getting started
Find your Fund
Costs and charges explained
Guide to investing
Switching between funds
- your Client reference/Unitholder number (which can be found on any recent correspondence you have received from us)
- the name of the fund and the amount you wish to sell
- Settlement details for payment i.e. bank details
Independent advice
We don’t offer investment advice, you should speak to a financial adviser to find out whether our investment options are suitable for you. If you do not have a financial adviser, you can visit www.unbiased.co.uk or www.thepfs.org/yourmoney to find details of one in your area.
Client verification
The Financial Conduct Authority (FCA) requires us to carry out client verification checks.
In order to process your request as quickly as possible we need to be able to verify you as a client and in the case of a redemption, we require the bank details of where you would like the proceeds to be paid.
We have provided a handy checklist which outlines the documentation we require before we can carry out your request.
Our investment trust savings plans
