Grow Assets

Looking for options to help maximize your clients’ investment asset growth? Learn about solutions from Columbia Threadneedle Investments.

When investors think about financial goals, they’re often related to milestones — buying a home; paying for a wedding; retiring with confidence. Each is personal and each has a timeline — giving growth products a competitive edge. Our proprietary research, breakthrough investment ideas and disciplined selection process help uncover opportunities to accelerate asset growth, so your clients reach their financial goals.

SOLUTIONS FOR GROWING ASSETS

Columbia Select Large Cap Growth Fund

 

Morningstar Category: Large Growth

 

 

Strategy

 

This fund targets innovative companies gaining market share in industries that represent a larger segment of the economy.

 

Benefits

 

  • Selects companies with the potential to provide considerably higher returns than the overall market
  • Conducts extensive research to unearth high-growth companies
  • Designed to uncover companies with future asset growth prospects that may propel the fund’s performance
  • Seeks competitive performance using a patient, long-term approach

Columbia Overseas Value Fund

 

Morningstar Category: Foreign Large Value

 

 

Strategy

 

This fund invests primarily in foreign stocks trading below our assessment of fair value, with good business fundamentals, shareholder-friendly managements and sound prospects for growth.

 

Benefits

 

  • Provides increased geographic diversification with international stocks
  • Focused on companies, not headlines, thanks to extensive research capabilities
  • Offers long-term asset growth potential