Columbia Threadneedle completes brand integration of BMO savings plans and investment trusts

by | Jul 4, 2022

Columbia Threadneedle Investments (Columbia Threadneedle) has today completed the rebrand of the majority of BMO-branded investment trusts and savings plans as part of the rebrand of BMO GAM (EMEA) to Columbia Threadneedle Investments.

The move forms part of the successful integration of the BMO Global Asset Management (EMEA) business, following its acquisition by Columbia Threadneedle’s parent company Ameriprise Financial, Inc. in November 2021.

From today, the BMO saving plans align to the new CT prefix and can be found on the new website: www.ctinvest.co.uk

 

Previous plan name New plan name
BMO Individual Savings Account (ISA) CT Individual Savings Account (ISA)
BMO Lifetime Individual Savings Account (LISA) CT Lifetime Savings Account (LISA)
BMO General Investment Account (GIA) CT General Investment Account (GIA)
BMO Junior Individual Savings Account (JISA) CT Junior Individual Savings Account (JISA)
BMO Junior Investment Account (JIA) CT Junior Investment Account (JIA)
BMO Child Trust Fund (CTF) CT Child Trust Fund

The rebranding has also provided the opportunity for Investment Trusts Boards to review their Trusts’ names, with some taking the opportunity to refresh their names to better reflect their investment objectives.

The renaming of the Trusts sees new stock market tickers being allocated as well as new website addresses for investors to find all the latest information. There are no changes to any investment processes or managers of the investment trusts. Full details on the name changes are as follows:

 

Previous investment trust name New investment trust name Old ticker New ticker New Web Address
BMO Capital and Income Investment Trust PLC CT UK Capital and Income Investment Trust PLC BCI CTUK ctukcapitalandincome.com

 

BMO Managed Portfolio Trust PLC CT Global Managed Portfolio Trust PLC BMPI (Income shares)

BMPG (Growth shares)

CMPI (Income shares)

CMPG (Growth shares)

 

ctglobalmanagedportfolio.co.uk
BMO Private Equity Trust PLC CT Private Equity Trust PLC BPET CTPE ctprivateequitytrust.com
BMO UK High Income Trust PLC CT UK High Income Trust PLC BHI (Ordinary shares)

BHIB

(B shares)

BHIU (Units)

CHI (Ordinary shares)

CHIB

(B shares)

CHIU (Units)

ctukhighincome.co.uk
BMO Real Estate Investments Ltd CT Property Trust Ltd BREI CTPT ctpropertytrust.co.uk
BMO Global Smaller Companies Trust PLC The Global Smaller Companies Trust PLC BGSC GSCT globalsmallercompanies.co.uk
BMO Commercial Property Trust Ltd Balanced Commercial Property Trust Ltd BCPT BCPT balancedcommercialproperty.co.uk

 

There are no changes to F&C Investment Trust PLC, TR Property Investment Trust PLC and European Assets Trust PLC.

Marrack Tonkin, Head of Investment Trusts at Columbia Threadneedle, comments: “We’re pleased to announce the brand integration of our Savings Schemes and Investment Trusts into the Columbia Threadneedle Investments brand. These changes mark the next step in our long history of serving our retail customers, helping them save for their futures and unlocking the power of investing with a long-term mindset.

“Whilst there are no changes to any investment processes or managers of the investment trusts we manage, we firmly believe that the additional support and research provided through the expanded investment teams at Columbia Threadneedle will ensure we can provide even broader investment capabilities across asset classes, enabling us to continue to meet the needs of the Trusts shareholders.”

Related articles

UK recession confirmed but economy shows signs of steadying

UK recession confirmed but economy shows signs of steadying

Following the publication of their revised estimate of Q4 2023 UK GDP from the ONS might we dare to believe that there be brighter times ahead? Lindsay James, investment strategist at Quilter Investors, has shared her reaction to the news with us as follows: "While...

Trending stories

Join our mailing list

Subscribe to our mailing list to receive regular updates!

x