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Holly Mackay
Holly MackayFounder and CEO

Is Columbia Threadneedle good for investing?

Independent review by Boring Money

31 Aug, 2021

Investment expert's opinion

One of the most impressive strings to Columbia Threadneedle’s bow is the solid, respected F&C Investment Trust product, a reputable and simple way to invest in a global collection of shares. A newly revamped website for this trust is very helpful. Behind the scenes, their online investing platform is functional and fairly basic, as is the app. A sweetener is the low-cost fixed fee for ISAs and the lack of any transaction fees . For those looking for a simple, one-stop solution to drip feed small amounts into an ISA every month, who can also live without digital bells and whistles, this is worth a look. Not for those after lots of choice and fancy apps.

Holly Mackay's review of Monzo
Holly MackayFounder and CEO, Boring Money

*This is the view of investment expert Holly Mackay based on her first-hand customer experience as a test account holder. This does not constitute regulated advice. You can read more about Holly's investments here.

Who is Columbia Threadneedle?

Columbia Threadneedle Investments, formed in 2015, is the product of a merger between Columbia Management and Threadneedle Investments. It's a substantial global asset management firm with roots dating back to 1894 for Columbia Management and 1994 for Threadneedle Investments.

Currently, they oversee more than $600 billion in assets for both individual and institutional clients worldwide.

Their offering covers the main investment categories:

  • Equities
  • Fixed income
  • Alternative investments
  • Multi-asset strategies

They provide various investment vehicles including mutual funds, ETFs, and segregated accounts. They also offer responsible investment options for those interested in that approach.

In essence, Columbia Threadneedle aims to be a comprehensive provider of investment solutions across different asset types and sectors, catering to a wide range of investor needs and preferences.

Who is Columbia Threadneedle good for?

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Pros and cons

Pros
No dealing charges
Detailed investment trust research
Very cheap for large portfolios
Cons
Limited fund choice
The journey to get going is not as easy as some
Very basic website functionality

Investments

Columbia Threadneedle Investments offers over 450 investment options across their various funds, trusts, ETFs, and managed portfolios. This includes a wide range of asset classes like equities, fixed income, multi-asset, alternatives, and ESG-focused investments, tailored to meet different risk profiles and investment goals.

Shares

Funds

Investment trusts

ETFs

Bonds

Gilts

Ready-made portfolios

Multi-Asset Funds

Accounts

Columbia Threadneedle offers a range of accounts. The table below shows a breakdown of which ones are available and you can scroll down for more information about Columbia Threadneedle's ISA, Pension, LISA and JISA.

Fees and charges

Columbia Threadneedle Investments charges fees and costs that vary depending on the type of investment product or service you select. These fees generally cover fund management, administration, and other associated costs.

Customer reviews

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Most recent reviews
09 January 2021

I wanted to work out the differences between the shares CTF and the JISA but the table in the FAQ is so tiny it is unreadable. I think sometimes when websites are updated people not involved should have a look as a checking mechanism. The stakeholder CTF is very expensive at 0.7% and it is unfortunate you have a fairly limited range of 10 trusts.

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13 August 2020

Much better since BMO took over from F and C. Helpdesk very good and literature very clear. Website also fine

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Columbia Threadneedle

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