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:

1. CT American Smaller Companies Fund (US)
2. CT Asia Fund
3. CT Global Emerging Markets Equity Fund
4. CT American Fund
5. CT American Select Fund
6. CT European Select
7. CT European Smaller Companies Fund
8. CT Global Equity Income Fund
9. CT Global Focus Fund
10. CT Global Select Fund
11. CT UK Fund
12. 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

ESG and Net Zero Investment Policy Changes

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