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OEIC materials are presented for servicing of existing clients only and not for sale of the funds.

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

 

Please review the relevant Prospectus and other legal documents using the below Fund search options.


Key Information Document (KID)

 

The information is required by law to help you understand the nature and the risks of investing in a fund.

The Threadneedle (Lux) Global Multi Asset Income factsheet contains an adjustment of -0.13% in the gross performance return as of November 2021 relating to the period September 2021. This correction has been made in accordance with our Error Correction Policy and does not impact the SRRI rating, the NAV or prices. The net performance record remains unaffected.

Past performance is not a guide to future performance. Your capital is at Risk. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments, or to provide investment advice or services. If you are in doubt about the suitability of any investment, you should speak to your financial adviser.

Due to the UK leaving the EU, UK funds may suffer increased levels of withholding tax on their investments as they lose their UCITS status and are no longer considered EU recipients. As a result, higher rates of withholding tax will apply on dividend and interest payments received by UK funds, increasing the tax drag on the funds’ performance.