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Whether you want a nest egg for retirement or to give your child a head start in life, we have a variety of Savings Plans which could help. All managed by our expert fund managers.
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We have a comprehensive range of investment trusts and funds, which cater for a broad range of objective.
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You can securely manage your Investments via the Investor Portal in you have a Savings Plan or myColumbiaThreadneedle for OEICS & SICAVs through Threadneedle Investment Services Ltd.
Investor Portal – Our Savings Plans
myColumbiaThreadneedle – our funds through Threadneedle Investment Services Ltd
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We have lots of useful information and insights available to view. You can also visit the Association of Investment Companies for more information about Investment Trusts.
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Columbia Threadneedle Investments brand to incorporate BMO GAM (EMEA) business
Our BMO and Threadneedle UK Funds have come together under the new CT fund name.
In November 2021, BMO GAM (EMEA) became part of Columbia Threadneedle Investments, bringing additional capabilities in areas such as investment solutions, alternatives and responsible investment, as well as a range of investment trusts.
Since then, we have been working hard to bring together the best of both organisations in a considered and thoughtful way with a focus on client outcomes. From 4 July 2022 we are united under one brand, unified in a common goal – your success.
By coming together, we can bring even greater benefits for all our clients
- even deeper research capabilities, meaning sharper insights and smarter investment decisions
- even broader capabilities across equities, fixed income and alternatives, meaning a broader range of funds and solutions
- even stronger Responsible Investment commitment
What changes will I see?
We are removing the BMO name and brand from our business on 4 July 2022, bringing the business under the Columbia Threadneedle Investments brand and look and feel. This is a significant milestone in our transition to become one integrated organisation, following the acquisition of BMO GAM (EMEA) by Columbia Threadneedle’s parent company Ameriprise Financial, Inc. last year.
This will impact a number of areas:
- The BMO brand is being removed and replaced with Columbia Threadneedle Investments.
- BMO funds are changing to the ‘CT’ naming convention and in some instances the fund names may also change. ISINs are not changing. Click here for a list of BMO fund name changes
- BMO Savings Plans have a new CT prefix.
- ‘Threadneedle’ branded OEIC funds have changed to the ‘CT’ naming convention. ISINs have not changed. Please note that Threadneedle SICAV funds have no name changes at this point. Click here for a list of Columbia Threadneedle fund name changes
- BMO legal entity names have changed. Click here for a list of the entity name changes
- The names of BMO and some Threadneedle branded funds, strategies and composites will be updated on databases and platforms. Click here for a list of strategy and composite name changes
Whatever world you want, we can help you reach it
We are excited to present our expanded range of products and solutions under one unified brand.
There is a strong cultural fit between the two firms, which will be further strengthened as we come together under the Columbia Threadneedle Investments brand. We share a client-centric culture, a collaborative and research-based investment approach, and a long-held commitment to responsible investment principles. The world is continually changing, and with it our clients’ needs, which is why we are always evolving. Whatever world you want, our purpose is to help you achieve it.
FAQs
1. Why is the change happening?
BMO GAM (EMEA) became part of Columbia Threadneedle Investments in November last year. Our goal is to provide effortless access to investment solutions for our clients. Having the majority of our global and local capabilities under a single brand provides that.
2. When is this all taking place?
The changes will take place from 4 July 2022.
3.What action do clients need to take?
Our clients need to take no immediate action, however from the fund name changes on 4 July you will need to use our funds’ new name when using platforms and databases.
4.Will there be any impact on how funds are managed?
There are no changes to fund objectives or the way that funds are managed at this point.
5.Will contact details be changing?
Your day-to-day contacts won’t change and phone numbers will remain the same. However, bmogam.com and bmorep.com email addresses will change. In most instances email addresses will be: [emailprotected]
From 4 July all of our information, including fund and strategy details, can be found at www.columbiathreadneedle.com.
6.Is the Pyrford brand changing?
There will be no change to the Pyrford brand.
7.Is the LGM brand changing?
The LGM funds will move to the CT naming convention.
8.Is CT becoming the new name for Columbia Threadneedle Investments?
No, the use of CT will be limited. Columbia Threadneedle Investments continues to be our primary name and brand.
CT is the new prefix for our funds, we believe it not only better reflects our global brand, but the shortened form makes fund searches easier and avoids overly long fund names.
Important Information. For marketing purposes. Your capital is at risk. In the UK Issued by Threadneedle Asset Management Limited. Registered in England and Wales, No. 573204. Registered Office: 78 Cannon Street, London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority. In the EEA and Switzerland: Issued by Threadneedle Management Luxembourg S.A. and registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 44 rue de la Vallée, L-2661 Luxembourg , Grand Duchy of Luxembourg. In the Middle East: Columbia Threadneedle Investments (ME) Limited is regulated by the Dubai Financial Services Authority, (DFSA). The information on this website is intended to provide distributors or intermediaries with information about Group products and services and no other person should act upon it. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
As an expert in finance and investment, I bring a wealth of knowledge and experience in the field. I have a proven track record of understanding and analyzing various financial instruments, including savings plans, investment trusts, funds, and asset management strategies. My expertise extends to the intricacies of portfolio management, fund performance evaluation, and staying abreast of industry changes.
Now, let's delve into the concepts mentioned in the provided article related to Columbia Threadneedle Investments:
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Savings Plans:
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Investment Trusts and Funds:
- Columbia Threadneedle Investments provides a comprehensive range of investment trusts and funds. Investment trusts are closed-end funds that trade on the stock exchange, while funds may include open-end investment companies (OEICs) and SICAVs (investment fund structures in Europe).
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BMO GAM (EMEA) Integration:
- The article mentions the integration of BMO GAM (EMEA) into Columbia Threadneedle Investments. This integration brought additional capabilities in investment solutions, alternatives, and responsible investment. It also expanded the range of investment trusts offered by Columbia Threadneedle Investments.
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Brand Consolidation:
- Columbia Threadneedle Investments underwent a significant brand consolidation, unifying the BMO and Threadneedle UK Funds under the new CT fund name. The BMO brand was removed, and the business now operates under the Columbia Threadneedle Investments brand.
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Client Impact:
- The article outlines changes clients will see, including the removal of the BMO name, fund name changes to the 'CT' naming convention, and updates to legal entity names. The changes aim to enhance client outcomes, research capabilities, and offer a broader range of funds and solutions.
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FAQs:
- Frequently Asked Questions (FAQs) address various aspects of the transition, such as the reason for the change, the timeline of implementation (from July 4, 2022), and the lack of immediate action required from clients. The FAQs reassure clients about the continuity of fund management objectives and day-to-day contacts.
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Contact Details and Online Presence:
- The article assures that day-to-day contacts and phone numbers will remain the same, but email addresses will change. Clients are directed to the new website, www.columbiathreadneedle.com, for information after July 4, 2022.
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Regulatory Information:
- The article provides important regulatory information, including the registration details of Threadneedle Asset Management Limited in the UK, Threadneedle Management Luxembourg S.A. in the EEA and Switzerland, and Columbia Threadneedle Investments (ME) Limited in the Middle East. It emphasizes the global brand name of Columbia Threadneedle Investments.
By consolidating the information presented in the article, it is evident that Columbia Threadneedle Investments is undergoing a strategic transformation, aiming to provide enhanced services and a unified brand experience for its clients.
