Columbia Threadneedle Investments Fixed Income Team Recognized with 2026 LSEG Lipper Fund Awards

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Key Terms

absolute return bond funds financial

Absolute return bond funds are investment pools that focus on producing a positive return over time by trading bonds and related instruments, regardless of whether overall markets are rising or falling. Investors care because these funds aim to act like a shock absorber in a portfolio—seeking steady gains or smaller losses than the broader bond market—so they can help reduce volatility and provide more predictable income, though strategies and fees vary.

multi-sector income funds financial

A multi-sector income fund is an investment fund that pools money to buy a variety of income-producing assets—like government and corporate bonds, mortgage securities, and sometimes dividend-paying stocks—across different parts of the credit market. Think of it as a mixed fruit basket of income sources: spreading holdings can smooth returns and let managers shift between sectors to seek higher yield or lower risk, which matters to investors seeking steady income while managing interest-rate and credit risk.

fixed income financial

Fixed income is a type of investment where you lend money to an entity — like a government, city, or company — in exchange for regular, scheduled interest payments and return of your principal at a set date. Think of it like lending a friend cash with an agreed payment plan: it typically provides steadier, more predictable income and less price swings than stocks, making it useful for income generation, capital preservation, and balancing risk in a portfolio.

risk‑adjusted performance financial

Risk-adjusted performance measures how much return an investment delivers relative to the amount of risk taken to achieve it, like comparing two runners by time while accounting for one carrying a heavy backpack. It helps investors tell whether higher returns come from skill or simply from taking bigger chances, making it easier to compare funds, stocks, or strategies on a fair, apples-to-apples basis when deciding where to put money.

lipper leader for consistent return financial

Lipper Leader for Consistent Return is an independent rating that shows how reliably a fund has delivered steady returns compared with similar funds over time. Think of it like a reliability score for performance: funds with high marks tend to produce predictable outcomes rather than wild swings, which helps investors judge whether a fund is likely to meet income or growth expectations while avoiding surprise volatility.

03/12/2026 - 09:15 AM

Awards highlight the firm’s strong and consistent investment performance across fixed income categories

BOSTON--(BUSINESS WIRE)-- Columbia Threadneedle Investments today announced that its fixed income team has been recognized by the 2026 LSEG US Lipper Fund Awards for its consistently strong investment performance.

The team has earned three strategy-specific awards across absolute return bond fund and multi-sector income fund categories, and one fixed income group award for its superior firm-wide results. The awards evaluate funds and teams for outperformance versus peers in their respective Lipper classifications for periods ending November 30, 2025.

2026 United States Fund Awards

Columbia Mortgage Opportunities Fund, Inst 3
Absolute Return Bond Funds – 3 Years (Certificate)
Columbia Multisector Bond SMA Completion Portfolio¹
Multi-Sector Income Funds – 3 Years (Trophy)
Columbia Multisector Bond SMA Completion Portfolio¹
Multi-Sector Income Funds – 5 Years (Certificate)

2026 United States Group Award

Columbia Threadneedle Investments
Fixed Income – Large Company (Trophy)

“This important recognition of our investment performance underscores the depth and strength of our fixed income capabilities and the commitment of our investment teams to delivering consistent, risk‑adjusted performance for our clients,” said Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle. “We are honored that the LSEG Lipper Fund Awards continue to recognize the expertise of our investment professionals paired with our commitment to research intensity to drive positive client outcomes.”

The LSEG Lipper Fund Awards are globally recognized as an industry standard for evaluating fund excellence, celebrating more than three decades of honoring top-performing funds and fund management firms. Awards are based on the Lipper Leader for Consistent Return rating, a risk‑adjusted performance measure across three-, five-, and ten‑year periods.

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 2,200 people, including 550 investment professionals, based in North America, Europe and Asia, we manage and advise $721 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.²

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information, please visit columbiathreadneedleus.com.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.

¹Shares of the Fund may only be purchased and held by or on behalf of separately managed account clients as described in its Prospectus.

² As of December 31, 2025

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG 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 fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper. For a detailed explanation, please review the Lipper Leaders methodology document.

Past performance does not guarantee future results.

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.

Funds that seek to generate absolute returns are generally not designed to outperform stocks and bonds in strong markets. Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. Mortgage- and asset-backed securities are affected by interest rates, financial health of issuers/originators, creditworthiness of entities providing credit enhancements and the value of underlying assets. Investing in derivatives is a specialized activity that involves special risks, which may result in significant losses. The fund’s use of leverage allows for investment exposure in excess of net assets, thereby magnifying volatility of returns and risk of loss. Fixed-income securities present issuer default risk. A rise in interest rates may result in a price decline of fixed-income instruments held by the fund, negatively impacting its performance and NAV. Falling rates may result in the fund investing in lower yielding debt instruments, lowering the fund’s income and yield. These risks may be heightened for longer maturity and duration securities. Non-investment-grade securities (high-yield or junk bonds) are volatile and carry more risk to principal and income than investment-grade securities. Prepayment and extension risk exists because the timing of payments on a loan, bond or other investment may accelerate when interest rates fall or decelerate when interest rates rise which may reduce investment opportunities and potential returns. For any non-diversified funds, fewer investments could have a greater effect on performance.

Floating rate loans typically present greater risk than other fixed-income investments as they are generally subject to legal or contractual resale restrictions, may trade less frequently and experience value impairments during liquidation. 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. Risks are enhanced for emerging market and sovereign debt issuers. Liquidity risk is associated with the difficulty of selling underlying investments at a desirable time or price.

Institutional 3 class shares are sold at net asset value and have limited eligibility. See the prospectus for eligibility requirements and other important information.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

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