CT (Lux) - Global Dynamic Real Return Class IU USD header image

CT (Lux) - Global Dynamic Real Return Class IU USD

Fund

ISIN LU0096360051 / Valor 684578

NAV (2024-12-19)
USD 33.98-1.08%

CT (Lux) - Global Dynamic Real Return Class IU USD
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General Objective

The fund aims to provide a positive real rate of return above the rate of inflation over the medium to long term, by actively managing investments in shares of companies, investment grade and below investment grade bonds, and commodities worldwide. Positive returns are not guaranteed, and no form of capital protection applies.

Fund Exposure

The fund invests at least two-thirds of its assets in shares of companies, investment grade and below investment grade bonds, and may also invest in commodities through other funds or derivatives. It has the flexibility to vary its exposure to different asset classes in order to achieve its investment objective.

Risks

Risks associated with this fund include the potential for the value of investments to fall, exposure to multiple currencies which may affect returns, investments in securities that may be significantly affected if the issuer defaults, difficulty in objectively valuing assets, significant price volatility, and exposure to derivatives which may amplify the impact of underlying asset value changes. Positive returns are not guaranteed, and changes in interest rates may affect the fund's value.

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Source

https://www.columbiathreadneedle.lu/en/intm/fund-details/ct-lux-global-dynamic-real-return-iu-usd_svgaaf_lu0096360051/

Tags:
bonds global equities us cpi seasonally adjusted index

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OTHER SHARE CLASSES OF THIS FUND

CT (Lux) - Global Dynamic Real Return Class W USD
CT (Lux) - Global Dynamic Real Return Class W USD CT (Lux) - Global Dynamic Real Return Class W USD Valor: 684541
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Annual Return

-50%0%+50%

Risk level

110
-1.08%USD 73.26
CT (Lux) - Global Dynamic Real Return Class AU USD
CT (Lux) - Global Dynamic Real Return Class AU USD CT (Lux) - Global Dynamic Real Return Class AU USD Valor: 684464
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 43.02
CT (Lux) - Global Dynamic Real Return Class DU USD
CT (Lux) - Global Dynamic Real Return Class DU USD CT (Lux) - Global Dynamic Real Return Class DU USD Valor: 684504
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 27.53
CT (Lux) - Global Dynamic Real Return Class DU USD
CT (Lux) - Global Dynamic Real Return Class DU USD CT (Lux) - Global Dynamic Real Return Class DU USD Valor: 684504
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.09%USD 28.57
CT (Lux) - Global Dynamic Real Return Class AU USD
CT (Lux) - Global Dynamic Real Return Class AU USD CT (Lux) - Global Dynamic Real Return Class AU USD Valor: 684464
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%USD 44.66
CT (Lux) - Global Dynamic Real Return Class ZU USD
CT (Lux) - Global Dynamic Real Return Class ZU USD CT (Lux) - Global Dynamic Real Return Class ZU USD Valor: 11394930
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%USD 10.20
CT (Lux) - Global Dynamic Real Return Class DEH EUR
CT (Lux) - Global Dynamic Real Return Class DEH EUR CT (Lux) - Global Dynamic Real Return Class DEH EUR Valor: 1934022
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.11%EUR 19.39
CT (Lux) - Global Dynamic Real Return Class AEH EUR
CT (Lux) - Global Dynamic Real Return Class AEH EUR CT (Lux) - Global Dynamic Real Return Class AEH EUR Valor: 1934021
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%EUR 27.53
CT (Lux) - Global Dynamic Real Return Class AUP USD
CT (Lux) - Global Dynamic Real Return Class AUP USD CT (Lux) - Global Dynamic Real Return Class AUP USD Valor: 2795160
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.25%USD 15.66
CT (Lux) - Global Dynamic Real Return Class IEH EUR
CT (Lux) - Global Dynamic Real Return Class IEH EUR CT (Lux) - Global Dynamic Real Return Class IEH EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%EUR 11.07