Significant fund changes

Threadneedle Managed Funds Range Changes

On the 28 February 2017 we will be changing the names of the funds within the fund range and will also be rewording the investment objectives for the Funds to provide a clearer, simpler explanation of the investment process of each fund.

We have written to advisers who have clients invested in the fund as well as directly to investors in the funds to notify them of the changes, copies of the communications are included below.

What changes are being made?
Why are these changes being made?
Will my clients’ investment be affected?
Will there be an impact on the fees I pay?
Further information

Related Documents

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Full details of the changes being made can be found here

PDF

Shareholder Letter

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Adviser Letter

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Changes to Investment Objectives and policies