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Significant Fund Changes

Significant Fund Changes

Please read this important information regarding important changes we have made, or are planning to make to our Fund Range.

CHANGE TO MANAGEMENT OF THE THREADNEEDLE JAPAN FUND

On 1 November 2017 we will be making changes to the way the Threadneedle Japan Fund is managed.

Threadneedle Asset Management Limited (TAML), the investment manager of the Fund, will be able to delegate investment decisions for the Fund to Columbia Management Investment Advisers, LLC (CMIA), which is a US-based investment manager in the Columbia Threadneedle group of companies.

This means that the Fund will benefit from the additional research capability from a large US-based team to complement our strong research base in the UK and US-based fund managers can be involved in making investment decisions for the Fund.

Investor letter
Q&A
Draft KIID

UK Growth & Income Policy Change

The Threadneedle UK Growth & Income Fund is altering its investment policy to remove the reference to "blue chip large capitalised UK companies" and replacing it with "larger capitalised UK companies".

Changes within the Depository/Custodian/Trustee

Please note that on 1 January 2016, the following changes will take place within Citibank, which acts as the depositary/custodian/trustee for some of our funds:

TIF American Smaller Companies Fund

We will be expanding the definition of smaller companies within the investment policy of the Fund.

TIF and TSIF Deferred Redemptions

Introduction of a new deferred redemption policy.

TIF - Read more

TSIF - Read more

TIF and TSIF US Equity Funds

From 1 June 2015 Columbia Management Investment Advisers, LLC (Columbia) will be formally appointed as an investment adviser to the US equities funds

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