CT Global Select Fund Institutional Accumulation
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General Objective
The fund aims to achieve investment growth over the long term (5 years or more) and outperform the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. It is actively managed and invests at least 75% of its assets in shares of companies worldwide, with a focus on larger companies.
Fund Exposure
The fund invests in companies worldwide that are considered to have good prospects for share price growth across different sectors and regions. The Investment Manager typically invests in fewer than 90 companies, including some companies not within the Index. The portfolio is assessed using the Columbia Threadneedle ESG Materiality Rating model to create a portfolio that compares favorably against the Index over rolling 12-month periods.
Risks
The key risks associated with this fund include the potential for the value of investments to fall, exposure to multiple currencies affecting investment value, concentration risk due to a limited number of investments, and the use of derivatives which may impact the fund's performance positively or negatively.