CT American Fund Z Income GBP header image

CT American Fund Z Income GBP

Fund

ISIN GB00B6WD1G18 / Valor 18887401

NAV (2025-01-21)
GBP 5.93-0.24%

CT American Fund Z Income GBP
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General Objective

The Fund aims to achieve long-term investment growth and outperform the S&P 500 Index over rolling 3-year periods, after charges deduction.

Fund Exposure

The Fund invests at least 75% of its assets in US companies or companies with significant US business operations, focusing on larger companies across different sectors. The Investment Manager selects companies with good prospects for share price growth, typically investing in fewer than 80 companies, including some not within the Index.

Risks

The Fund may still invest in companies with poor ESG Materiality ratings, but at least 50% of the portfolio is invested in companies with strong ratings. The Investment Manager engages with companies to address material ESG risks and improve practices, with a commitment to reach net zero emissions by 2050 or sooner. The Fund excludes companies involved in certain industries or activities, such as tobacco production, nuclear weapons, conventional weapons, and thermal coal.

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Source

https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-american-fund-institutional-x-accumulation-usd_t2amgr_gb00b0zzrw09/

Tags:
esg us equities s&p 500

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