BOSTON–(BUSINESS WIRE)–Seven Columbia funds were recognized as 2021 Lipper Fund Award winners, with the Columbia Mortgage Opportunities Fund winning for two time periods, for outperformance versus peers in their respective Lipper classifications for periods ending December 31, 2020.
- Columbia Mortgage Opportunities Fund, Inst 3
Absolute Return Bond Funds (21 funds1) – 3 years
Columbia Mortgage Opportunities Fund, Inst 2
Absolute Return Bond Funds (20 funds1) – 5 years
- Columbia Global Opportunities Fund, Inst
Alternative Global Marco Funds (31 funds1) – 10 years
- Columbia Acorn European Fund, Inst 2
European Region Funds (17 funds1) – 5 years
- Columbia Thermostat Fund, Inst 3
Flexible Portfolio Funds (148 funds1) – 3 years
- Columbia Select Mid Cap Value Fund, Inst 3
Mid-Cap Value Funds (34 funds1) – 3 years
- Columbia Minnesota Tax-Exempt Fund, Inst 3
Minnesota Municipal Debt Funds (12 funds1) – 3 years
- Columbia Global Technology Growth Fund, Inst
Science & Technology Funds (36 funds1) – 10 years
The U.S. 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 funds showcase the firm’s consistent, risk-adjusted performance and deep expertise across fixed income, equity, and multi-asset categories.
“This recognition is a testament to our team’s ability to deliver strong investment performance powered by our firm’s research intensity and fundamental investment approach,” said Colin Moore, Global Chief Investment Officer at Columbia Threadneedle Investments. “It’s an honor to have seven funds recognized by Lipper as we strive to achieve consistent, risk-adjusted returns across asset classes on behalf of our clients.”
Past performance does not guarantee future results.
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 2,000 people, including over 450 investment advisors based in North America, Europe and Asia, we manage $547 billion3 of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.
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 As of December 31, 2020. Includes all assets managed by entities in the Columbia and Threadneedle group of companies.
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@example.com 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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