Investing With Us

Funds and Prices

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 see the Document Centre for the relevant Prospectus, showing detailed information on each fund structure, including available share classes, minimum investment as well as fees and expenses.

From 16 November until 4 December 2019, the Threadneedle Lux October factsheets published here contained an error in net performance information. The error was rectified and the factsheets republished on 9 December 2019. We apologise for any inconvenience caused.

 

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.

 

In the event the UK leaving the EU without an agreed deal, UK funds (both UCITS and non-UCITS funds) may suffer increased levels of withholding tax on their investments as they lose their UCITS status and 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.