Trustnet Limited (“we”, “our”, “us” and derivatives) are committed to protecting and respecting your privacy. This Privacy Policy, together with our Terms of Use, sets out the basis on which any personal data that we collect from you, or that you provide to us, will be processed by us relating to your use of any of the below websites (“sites”).

For the purposes of the Data Protection Act 1998, the data controller is Trustnet Limited of 3rd Floor, Hollywood House, Church Street East, Woking, GU21 6HJ. Our nominated representative for the purpose of this Act is Kirsty Witter.

WHAT INFORMATION DO WE COLLECT ABOUT YOU?

We collect information about you when you register with us or use any of our websites / services. Part of the registration process may include entering personal details & details of your investments.

We may collect information about your computer, including where available your operating system, browser version, domain name and IP address and details of the website that you came from, in order to improve this site.

You confirm that all information you supply is accurate.

COOKIES

In order to provide personalised services to and analyse site traffic, we may use a cookie file which is stored on your browser or the hard drive of your computer. Some of the cookies we use are essential for the sites to operate and may be used to deliver you different content, depending on the type of investor you are.

You can block cookies by activating the setting on your browser which allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or part of our sites. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies as soon as you visit our sites.

HOW WE USE INFORMATION

We store and use information you provide as follows:

We may also send you emails to provide information and keep you up to date with developments on our sites. It is our policy to have instructions on how to unsubscribe so that you will not receive any future e-mails. You can change your e-mail address at any time.

In order to provide support on the usage of our tools, our support team need access to all information provided in relation to the tool.

We will not disclose your name, email address or postal address or any data that could identify you to any third party without first receiving your permission.

However, you agree that we may disclose to any regulatory authority to which we are subject and to any investment exchange on which we may deal or to its related clearing house (or to investigators, inspectors or agents appointed by them), or to any person empowered to require such information by or under any legal enactment, any information they may request or require relating to you, or if relevant, any of your clients.

You agree that we may pass on information obtained under Money Laundering legislation as we consider necessary to comply with reporting requirements under such legislation.

ACCESS TO YOUR INFORMATION AND CORRECTION

We want to ensure that the personal information we hold about you is accurate and up to date. You may ask us to correct or remove information that is inaccurate.

You have the right under data protection legislation to access information held about you. If you wish to receive a copy of any personal information we hold, please write to us at 3rd Floor, Hollywood House, Church Street East, Woking, GU21 6HJ. Any access request may be subject to a fee of £10 to meet our costs in providing you with details of the information we hold about you.

WHERE WE STORE YOUR PERSONAL DATA

The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may be processed by staff operating outside the EEA who work for us or for one of our suppliers. Such staff may be engaged in, amongst other things, the provision of support services. By submitting your personal data, you agree to this transfer, storing and processing. We will take all steps reasonably necessary, including the use of encryption, to ensure that your data is treated securely and in accordance with this privacy policy.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our sites; any transmission is at your own risk. You will not hold us responsible for any breach of security unless we have been negligent or in wilful default.

CHANGES TO OUR PRIVACY POLICY

Any changes we make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail.

OTHER WEBSITES

Our sites contain links to other websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

CONTACT

If you want more information or have any questions or comments relating to our privacy policy please email [email protected] in the first instance.

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Group factsheet / Columbia Threadneedle Investme

Columbia Threadneedle Investme

Group details Fund types managed
ManagerGroupLogo Boston,Massachusetts,02111-26


www.columbiamanagement.com

s Global ETFs
left Offshore Mutual
149 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Acorn47.284Equityadd to basket
2Acorn International30.552Equityadd to basket
3Acorn International Select39.964Equityadd to basket
4Acorn Select37.623Equityadd to basket
5Acorn USA48.804Equityadd to basket
6Balanced26.745Mixed Assetadd to basket
7California Tax Exempt Reserves0.00Money Marketadd to basket
8Cash Reserves0.00Money Marketadd to basket
9Columbia Allocation Moderate Aggressive Portfolio26.805Mixed Assetadd to basket
10Columbia Bond10.163Fixed Interestadd to basket
11Columbia California Intermediate Municipal Bond10.252Fixed Interestadd to basket
12Columbia Capital Allocation Aggressive Portfolio30.874Mixed Assetadd to basket
13Columbia Capital Allocation Conservative Portfolio14.615Mixed Assetadd to basket
14Columbia Capital Allocation Moderate Conservative Portfolio18.335Mixed Assetadd to basket
15Columbia Capital Allocation Moderate Portfolio22.915Mixed Assetadd to basket
16Columbia Connecticut Intermediate Municipal Bond8.501Fixed Interestadd to basket
17Columbia Contrarian Core43.163Equityadd to basket
18Columbia Disciplined Small Core-12.351Equityadd to basket
19Columbia Disciplined Value27.932Equityadd to basket
20Columbia Dividend Income43.343Equityadd to basket
21Columbia Floating Rate10.081Fixed Interestadd to basket
22Columbia Georgia Intermediate Municipal Bond7.881Fixed Interestadd to basket
23Columbia Global Dividend Opportunity27.112Equityadd to basket
24Columbia Global Opportunities24.805Mixed Assetadd to basket
25Columbia Intermediate Municipal Bond9.892Fixed Interestadd to basket
26Columbia Large Cap Growth III60.275Equityadd to basket
27Columbia Large-Cap Growth59.174Equityadd to basket
28Columbia Maryland Intermediate Municipal Bond9.212Fixed Interestadd to basket
29Columbia Massachusetts Intermediate Municipal Bond9.262Fixed Interestadd to basket
30Columbia Mid Cap Growth49.954Equityadd to basket
31Columbia New York Intermediate Municipal Bond9.702Fixed Interestadd to basket
32Columbia North Carolina Intermediate Municipal Bond8.611Fixed Interestadd to basket
33Columbia Oregon Intermediate Municipal Bond9.142Fixed Interestadd to basket
34Columbia Select Global Equity67.875Equityadd to basket
35Columbia Select Global Growth40.473Equityadd to basket
36Columbia Select Large Cap Growth58.724Equityadd to basket
37Columbia South Carolina Intermediate Municipal Bond9.702Fixed Interestadd to basket
38Columbia Strategic Income VS-Equityadd to basket
39Columbia Total Return Bond12.284Fixed Interestadd to basket
40Columbia Ultra Short Term Bond6.034Money Marketadd to basket
41Columbia Variable Portfolio Commodity Strategy-2.812Commodity/Energyadd to basket
42Columbia Variable Portfolio Core Bond25.733Fixed Interestadd to basket
43Columbia Variable Portfolio Select Mid Cap Value30.001Equityadd to basket
44Columbia Variable Portfolio US Government Mortgage11.285Fixed Interestadd to basket
45Columbia Virginia Intermediate Municipal Bond8.572Fixed Interestadd to basket
46Columbia VP Asset Allocation31.575Mixed Assetadd to basket
47Columbia VP Small Cap Value8.631Equityadd to basket
48Columbia VP Small Company Growth76.085Equityadd to basket
49Columbia VP Strategic Income17.011Equityadd to basket
50Contrarian Asia Pacific32.333Equityadd to basket
51Contrarian Europe30.343Equityadd to basket
52Convertible Securities40.855Fixed Interestadd to basket
53Corporate Income15.854Fixed Interestadd to basket
54CTIVP American Century Diversified Bond13.273Fixed Interestadd to basket
55CTIVP AQR International Core Equity20.112Equityadd to basket
56CTIVP CenterSquare Real Estate33.623Propertyadd to basket
57CTIVP DFA International Value20.273Equityadd to basket
58CTIVP Lazard International Equity Advantage21.892Equityadd to basket
59CTIVP Loomis Sayles Growth62.605Equityadd to basket
60CTIVP Los Angeles Capital Large Cap Growth67.135Equityadd to basket
61CTIVP MFS Value35.812Equityadd to basket
62CTIVP TCW Core Plus Bond11.944Fixed Interestadd to basket
63CTIVP Victory Sycamore Established Value33.802Equityadd to basket
64CTIVP VP T Rowe Price Large Cap Value32.802Equityadd to basket
65CTIVP Wells Fargo Short Duration Government4.992Fixed Interestadd to basket
66CTIVP Westfield Mid Cap Growth62.105Equityadd to basket
67Daily Cash Reserves0.00Money Marketadd to basket
68Disciplined Core44.654Equityadd to basket
69Disciplined Growth53.184Equityadd to basket
70Dividend Opportunity24.611Equityadd to basket
71Emerging Markets41.593Equityadd to basket
72Emerging Markets Bond14.974Fixed Interestadd to basket
73Global Energy & Natural Resources5.424Commodity/Energyadd to basket
74Global Equity Value36.452Equityadd to basket
75Global Infrastructure25.962Equityadd to basket
76Global Strategic Equity42.454Equityadd to basket
77Global Technology Growth94.265Equityadd to basket
78Government Money Market3.241Money Marketadd to basket
79Government Plus Reserves0.00Money Marketadd to basket
80Government Reserves0.00Money Marketadd to basket
81Greater China52.173Equityadd to basket
82High Yield Bond17.553Fixed Interestadd to basket
83High Yield Municipals15.821Fixed Interestadd to basket
84Income Builder19.455Mixed Assetadd to basket
85Income Opportunities18.071Fixed Interestadd to basket
86Inflation Protected Securities8.765Fixed Interestadd to basket
87Large Cap Enhanced Core45.043Equityadd to basket
88Large Cap Index49.92PTEquityadd to basket
89Large Cap Value25.771Equityadd to basket
90Limited Duration Credit8.372Fixed Interestadd to basket
91Massachusetts Municipal Reserves0.00Money Marketadd to basket
92Mid Cap Index29.80PTEquityadd to basket
93Minnesota Tax Exempt10.972Fixed Interestadd to basket
94Money Market Reserves0.00Money Marketadd to basket
95Multi Manager Value Strategies35.132Equityadd to basket
96Multi-Manager Directional Alternatives Strategies4.42SHHedgeadd to basket
97Municipal Reserves0.00Money Marketadd to basket
98New York Tax Exempt Reserves0.00Money Marketadd to basket
99Overseas Value28.593Equityadd to basket
100Pacific Asia42.463Equityadd to basket