Five Columbia Funds Win Refinitiv Lipper Fund Awards Across Six Categories
Columbia Threadneedle Investments today announced that five Columbia funds earned 2022 U.S. Refinitiv Lipper Fund Awards, with four funds recognized as repeat winners and the Columbia Quality Income Fund recognized as a first-time winner. The awards evaluate funds for outperformance versus peers in their respective Lipper classifications for periods ending November 30, 2021.
The U.S. Refinitiv Lipper Fund Awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five-, and 10-year performance, relative to their peers, based on Lipper's quantitative, proprietary methodology.2 The award-winning Columbia funds showcase the firm's consistent performance and deep expertise across asset classes and regions.
"Our investment professionals strive to deliver strong, long-term performance through pragmatic decision-making, global collaboration and a research-intense active management approach," said William Davies, Chief Investment Officer at Columbia Threadneedle Investments. "We are honored to receive multiple recognitions as it demonstrates our portfolio managers' consistency, depth of expertise and passion for improving investor outcomes."
To learn more about Columbia Threadneedle's mutual funds, please visit: https://www.columbiathreadneedleus.com/investment-products/mutual-funds.
About Columbia Threadneedle Investments
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including over 650 investment professionals based in North America, Europe and Asia, we manage $754 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.3
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
Past performance does not guarantee future results.
1 Within the respective Lipper classification.
2 The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest Lipper Leader® for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. For a detailed explanation, please review the Lipper Leaders methodology document.
3 Columbia Threadneedle Investments and BMO GAM (EMEA) as of December 31, 2021.
The Lipper Fund Awards are sponsored by Refinitiv, formerly the Financial and Risk business of Thomson Reuters, and celebrate exceptional performance throughout the professional investment community. The Lipper Fund Awards recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. For more information, please contact [email protected] or visit https://www.lipperfundawards.com/.
Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus, which contains this and other important information about the funds, visit columbiathreadneedleus.com. Read the prospectus carefully before investing.
Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. Value securities may be unprofitable if the market fails to recognize their intrinsic worth or the portfolio manager misgauged that worth. Investments in a limited number of companies subject the fund to greater risk of loss. The fund may invest significantly in issuers within a particular sector, which may be negatively affected by market, economic or other conditions, making the fund more vulnerable to unfavorable developments in the sector. There are risks associated with fixed-income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer term securities. Foreign investments subject the fund to risks, including political, economic, market, social and others within a particular country, as well as to currency instabilities and less stringent financial and accounting standards generally applicable to U.S. issuers. Income from tax-exempt municipal bonds or municipal bond funds may be subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains. The products of technology companies may be subject to severe competition and rapid obsolescence, and their stocks may be subject to greater price fluctuation.
Institutional, Institutional 2 & Institutional 3 Class shares are sold at net asset value and have limited eligibility. Columbia Management Investment Distributors, Inc. offers multiple share classes, not all necessarily available through all firms, and the share class ratings may vary. Contact us for details.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by, any financial institution and involve investment risks, including possible loss of principal and fluctuation in value.
Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA), and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.
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