CT (Lux) - Global Multi Asset Income Class ZUP (USD Income Shares)
ISIN LU1854166235 / Valor 42663199
CT (Lux) - Global Multi Asset Income Class ZUP (USD Income Shares)
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General Objective
The fund aims to provide income with the potential to grow the amount invested over the medium to long term. It maintains a 40-60% allocation to shares of companies worldwide and a 40-60% allocation to investment grade or below investment grade bonds issued by companies and governments worldwide.
Fund Exposure
The fund is actively managed in reference to the MSCI ACWI Index, ICE BofA European Currency High Yield Excluding Subordinated Financials Constrained Index, Bloomberg Global Aggregate Index, and 30-day Average Secured Overnight Financing Rate. The fund manager has discretion to select investments with weightings different to the index, and the fund may display significant divergence from the index.
Risks
Key risks associated with this fund include the potential for the value of investments to fall, exposure to multiple currencies affecting investment value, difficulty in selling certain assets, impact of interest rate changes, difficulty in objectively valuing assets, potential losses due to leverage, significant price volatility, and risks outlined in the "Risk Factors" section of the prospectus.
Source
https://www.columbiathreadneedle.lu/en/intm/fund-details/ct-lux-global-multi-asset-income-ze-eur_sxmata_lu1642712183/
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