2 October 2023 – Changes to the investment policies of 12 Columbia Threadneedle equity funds
From 2 October 2023, changes will be made to the investment policies of the following funds:
- CT American Smaller Companies Fund (US)
- CT Asia Fund
- CT Global Emerging Markets Equity Fund
- CT American Fund
- CT American Select Fund
- CT European Select
- CT European Smaller Companies Fund
- CT Global Equity Income Fund
- CT Global Focus Fund
- CT Global Select Fund
- CT UK Fund
- CT UK Sustainable Equity Fund
In summary, the investment policies of these funds will be amended to integrate certain RI measures into the decision-making process and/or highlight Columbia Threadneedle’s commitment to the Net Zero Asset Managers Initiative (NZAMI).
Further information can be found below:
Investment Policy Changes: ESG-related (Funds 1-3) – Adviser Letter
Investment Policy Changes: ESG-related (Funds 1-3) – Shareholder Letter
Investment Policy Changes: ESG-related and NZAMI (Funds 4-11) – Adviser Letter
Investment Policy Changes: ESG-related and NZAMI (Funds 4-11) – Shareholder Letter
Investment Policy Changes: NZAMI (CT UK Sustainable Equity Fund) – Adviser Letter
Investment Policy Changes: NZAMI (CT UK Sustainable Equity Fund) – Shareholder Letter