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Advisor Information for CCYIX

Fund Inception11/08/2012
Name of IssuerColumbia Threadneedle
Fund Advisor(s)Columbia Wanger Asset Management LLC
Sub-Advisor(s)--

Fund Managers for CCYIX

Simon Haines
Portfolio Manager since 11/09/2023
Simon Haines is a portfolio manager in the Global Equities team. He took up this role in November 2013 and is currently lead manager across the desk’s EAFE and Shariah portfolios. He also has research responsibility for the industrials sector and for the Asia-Pacific region. Simon joined the company in 1999 as a trainee UK Equities portfolio manager, progressing to portfolio manager in January 2005, where he managed the Threadneedle UK Mid 250 Fund and co-managed the Threadneedle UK Extended Alpha Fund. Simon graduated with a degree in biology from Oxford University in 1999 and also holds the Chartered Financial Analyst designation.
Charlotte Friedrichs
Portfolio Manager since 11/09/2023
Prior Experience - Berenberg Bank CFA
Nitisha Bosamia
Portfolio Manager since 11/09/2023
Nitisha Bosamia is a Portfolio Manager in the Global Equities team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since May 2015. Before joining the group, Nitisha was a fund analyst at Pantheon, a UK-based global private equity firm. Nitisha graduated in 2013 with a Bachelor’s degree in Economics (Hons) from Durham University. She holds the Investment Management Certificate and has passed CFA Level III.

(1212-8205)