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  • 30 June 2022

    Threadneedle funds rebrand

    From 4 July 2022, the fund names for a select number of Threadneedle funds will be rebranded to Columbia Threadneedle (CT).

    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. From 4 July 2022, they will unite under one brand. As a result, the following ‘Threadneedle’ branded funds are changing to the ‘CT’ prefix naming convention. This will impact a number of funds:

    Old fund name New fund name 
    Phoenix Wealth Threadneedle American Select   Phoenix Wealth CT American Select  
    Phoenix Wealth Threadneedle American Select S3  Phoenix Wealth CT American Select S3 
    Phoenix Wealth Threadneedle American Select S4  Phoenix Wealth CT American Select S4 
    Phoenix Wealth Threadneedle European Select (Bond)  Phoenix Wealth CT European Select (Bond) 
    Phoenix Wealth Threadneedle European Select  Phoenix Wealth CT European Select 
    Phoenix Wealth Threadneedle European Select S3  Phoenix Wealth CT European Select S3 
    Phoenix Wealth Threadneedle European Select S4  Phoenix Wealth CT European Select S4 
    Phoenix Wealth Threadneedle Global Select (Bond)  Phoenix Wealth CT Global Select (Bond) 
    Phoenix Wealth Threadneedle Global Select  Phoenix Wealth CT Global Select 
    Phoenix Wealth Threadneedle Global Select S3  Phoenix Wealth CT Global Select S3 
    Phoenix Wealth Threadneedle Global Select S4  Phoenix Wealth CT Global Select S4 
    Phoenix Wealth Threadneedle UK (Bond)  Phoenix Wealth CT UK (Bond) 
    Phoenix Wealth Threadneedle UK  Phoenix Wealth CT UK 
    Phoenix Wealth Threadneedle UK S3  Phoenix Wealth CT UK S3 
    Phoenix Wealth Threadneedle UK S4  Phoenix Wealth CT UK S4 
    Phoenix Wealth Threadneedle UK Equity Income (Bond)  Phoenix Wealth CT UK Equity Income (Bond) 
    Phoenix Wealth Threadneedle UK Equity Income  Phoenix Wealth CT UK Equity Income 
    Phoenix Wealth Threadneedle UK Equity Income S3  Phoenix Wealth CT UK Equity Income S3 
    Phoenix Wealth Threadneedle UK Equity Income S4  Phoenix Wealth CT UK Equity Income S4 
    Phoenix Wealth Threadneedle UK Property (Bond)  Phoenix Wealth CT UK Property (Bond) 
    Phoenix Wealth Threadneedle UK Property Phoenix  Phoenix Wealth CT UK Property 
    Phoenix Wealth Threadneedle UK Property S3  Phoenix Wealth CT UK Property S3 
    Phoenix Wealth Threadneedle UK Property S4  Phoenix Wealth CT UK Property S4 

     

    The use of a CT prefix is limited to the above funds and Columbia Threadneedle Investments continues to be the primary name and brand. 

    There are no changes to fund objectives or the way that the funds are managed at this point.

    For further information please visit https://www.columbiathreadneedle.co.uk.  

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