CT (Lux) - UK Equities Class IE
ISIN LU2079840430 / Valor null
CT (Lux) - UK Equities Class IE
UMushroom community rating:
General Objective
The fund aims to increase the value of investments over the long term by investing at least two-thirds of its assets in shares of companies in the UK or companies with significant operations there. The fund is actively managed in reference to the FTSE All-Share Index and promotes environmental and social characteristics through responsible investment measures.
Fund Exposure
The fund is exposed to UK equities and companies with significant operations in the UK. It may also invest in asset classes and instruments different from those stated above. The fund aims to compare favorably against the FTSE All-Share Index over rolling 12-month periods and commits to investing at least 20% of its assets in sustainable investments.
Risks
Investors should be aware that the value of investments can fall as well as rise, and they may not get back the sum originally invested. Changes in exchange rates may affect the value of investments, especially when investments are in assets denominated in multiple currencies. The fund may also invest in derivatives, which can impact the performance of the fund positively or negatively. Additionally, the exclusion of certain industries and activities based on ESG factors may reduce the investable universe and potentially impact fund performance.
Source
https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-lux-uk-equity-income-igp-gbp_sxukei_lu1475749161/
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
