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Threadneedle is making changes to its range of managed funds

28 February 2017

Threadneedle is changing the names and fund objectives of the following funds:

Current name: Name 28 February:
Threadneedle Defensive Threadneedle Managed Bond
Threadneedle Defensive Equity & Bond Threadneedle Managed Bond Focused
Threadneedle Equity & Bond Threadneedle Managed Equity & Bond
Threadneedle Global Equity & Bond Threadneedle Managed Equity Focused
Threadneedle Global Equity Threadneedle Managed Equity
Threadneedle Managed Income Threadneedle Managed Equity Income

If you have clients invested in any of these funds on the Zurich Intermediary Platform or in the Sterling ISA/ Sterling Investment Account then the fund names on the policy systems, in literature and on factsheets will be updated shortly after the changes take place. We will also update the fund objectives.

If you have clients invested in these funds through a Sterling Bond, Zurich Investment Bond or Zurich Pension then the Sterling and Zurich fund names on the policy systems, in literature and on factsheets will remain the same until we have an opportunity to make the changes. The new fund objectives and underlying fund names will be reflected in the factsheets from mid-March. The fund guides will be updated at a later date.

You can download a copy of the Threadneedle communication here.