Seven Columbia Funds Recognized With Lipper Fund Awards

Rhea-AI Summary

Columbia Threadneedle Investments announced that seven of its funds were honored with the 2021 Lipper Fund Awards for outstanding performance. The Columbia Mortgage Opportunities Fund was recognized in two time periods for the Absolute Return Bond Funds category. Additional winners included the Columbia Global Opportunities Fund and the Columbia Select Mid Cap Value Fund, among others. The awards highlight the firm's strong risk-adjusted returns over 3, 5, and 10 years, affirming its investment approach and research intensity.

Positive

• Seven Columbia funds received 2021 Lipper Fund Awards for exceptional performance.
• Columbia Mortgage Opportunities Fund won in both 3-year and 5-year categories for Absolute Return Bond Funds.
• Recognition emphasizes the firm's consistent risk-adjusted performance across fixed income, equity, and multi-asset categories.

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• None.

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 is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information, please visit columbiathreeedneedleus.com. Follow us on Twitter.

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 enquiries.awards@refinitiv.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.

Columbia Management Investment Distributors, Inc.
225 Franklin Street, Boston, MA 02110-2804

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© 2021 Columbia Management Investment Advisers, LLC. All rights reserved.

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FAQ

What awards did Columbia Threadneedle Investments receive in 2021?

Columbia Threadneedle Investments received seven 2021 Lipper Fund Awards for strong performance across various funds.

Which Columbia funds won 2021 Lipper Fund Awards?

The awarded funds include the Columbia Mortgage Opportunities Fund, Columbia Global Opportunities Fund, and Columbia Select Mid Cap Value Fund, among others.

How does the Lipper Fund Awards recognize funds?

The Lipper Fund Awards recognize funds based on their strong risk-adjusted performance over three, five, and ten-year periods relative to peers.

What is the significance of the Lipper Awards for investors?

The Lipper Awards signify a fund's consistent performance and risk-adjusted returns, which can be critical for investor decision-making.

What is the stock symbol for Columbia Threadneedle Investments?

Columbia Threadneedle Investments is part of Ameriprise Financial, which trades under the stock symbol AMP.