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Renaming of funds within the Threadneedle (Lux) SICAV

We have been notified by the Board of Directors (the “Board”) of Threadneedle (Lux) (the “Company”) of some proposed changes to their funds. These changes are due to come into effect on 20th November 2023 (the “Effective Date”).

BACKGROUND TO CHANGES

 

Columbia Threadneedle Investments acquired BMO's asset management business in EMEA (Europe, Middle East and Africa) in 2021, resulting in the renaming of various funds and entities within the combined business, to reflect a unified Columbia Threadneedle Investments brand. Consistent with these changes, as of the Effective Date, changes will be made to the company name and respective fund names to reflect the Columbia Threadneedle Investment brand.

 

SUMMARY OF CHANGES

 

As of the Effective Date, the Board proposes to change the name of the Company from “Threadneedle (Lux)” to “Columbia Threadneedle (Lux) I”.  In addition to the Company name change, they will be changing the name of the funds by replacing the the prefix “Threadneedle (Lux)” with “CT (Lux)". The name change will have no impact to the investment objective, investment strategy or risk factors of the funds.

 

FUNDS AFFECTED

 

ISINCurrent Fund NameFund Name after Effective Date
LU1864952335Threadneedle (Lux) European Smaller Companies 1E Acc EURCT (Lux) European Smaller Companies 1E Acc EUR
LU1864957219Threadneedle (Lux) Global Select 1U Acc USDCT (Lux) Global Select 1U Acc USD
LU1832003567Threadneedle (Lux) Pan European ESG Equities 1E Acc EURCT (Lux) Pan European ESG Equities 1E Acc EUR
LU1832003724Threadneedle (Lux) Pan European ESG Equities 1G Acc GBPCT (Lux) Pan European ESG Equities 1G Acc GBP

 

For further information please see the Columbia Threadneedle Investments Notification opposite.

 

AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS

 

LifePlan, Oracle, Quantum (including Malaysia variants), Regular Savings Plan (including Malaysia variants), Kudos and Paragon.

 

For more information regarding Columbia Threadneedle (Lux) I Funds, please visit: https://www.columbiathreadneedle.lu/