CT (Lux) - US Disciplined Core Equities NG GBP Acc header image

CT (Lux) - US Disciplined Core Equities NG GBP Acc

Fund

ISIN LU2128399578 / Valor 53120449

NAV (2025-01-22)
GBP 20.71+0.49%

CT (Lux) - US Disciplined Core Equities NG GBP Acc
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General Objective

The fund aims to increase the value of investors' long-term investments by investing at least two-thirds of its assets in shares of large companies in the US or those with significant operations there, using a disciplined approach to selection.

Fund Exposure

The fund is actively managed in reference to the S&P 500 Index, investing in sectors such as Information Technology, Financials, Health Care, and Consumer Discretionary. It may also use derivatives for hedging purposes and invest in asset classes different from those stated above.

Risks

Investors should be aware that the value of investments can fluctuate, and they may not get back the sum originally invested. Additionally, the fund may invest in derivatives that could impact performance, and its portfolio composition may lead to high volatility. Exchange rate fluctuations may also affect the value of investments.

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Source

https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-lux-us-disciplined-core-equities-ne-eur_lu0481_lu2128399735/

Tags:
s&p 500 large cap u s equities

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OTHER SHARE CLASSES OF THIS FUND

CT (Lux) - US Disciplined Core Equities DE EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
0.44%EUR 26.52
CT (Lux) - US Disciplined Core Equities AUP USD Acc
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Annual Return

-50%0%+50%

Risk level

110
0.33%USD 21.68
CT (Lux) - US Disciplined Core Equities IE EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
0.45%EUR 27.60
CT (Lux) - US Disciplined Core Equities IEH EUR Acc
CT (Lux) - US Disciplined Core Equities IEH EUR Acc CT (Lux) - US Disciplined Core Equities IEH EUR Acc Valor: 36428166
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Annual Return

-50%0%+50%

Risk level

110
0.62%EUR 21.68
CT (Lux) - US Disciplined Core Equities NE EUR Acc
CT (Lux) - US Disciplined Core Equities NE EUR Acc CT (Lux) - US Disciplined Core Equities NE EUR Acc Valor: 53120479
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Annual Return

-50%0%+50%

Risk level

110
0.45%EUR 22.35
CT (Lux) - US Disciplined Core Equities NU USD Acc
CT (Lux) - US Disciplined Core Equities NU USD Acc CT (Lux) - US Disciplined Core Equities NU USD Acc Valor: 53120461
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Annual Return

-50%0%+50%

Risk level

110
0.63%USD 19.70
CT (Lux) - US Disciplined Core Equities IFH CHFAcc
CT (Lux) - US Disciplined Core Equities IFH CHFAcc CT (Lux) - US Disciplined Core Equities IFH CHFAcc Valor: 36428168
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Annual Return

-50%0%+50%

Risk level

110
0.61%CHF 20.55
CT (Lux) - US Disciplined Core Equities IG GBP Acc
CT (Lux) - US Disciplined Core Equities IG GBP Acc CT (Lux) - US Disciplined Core Equities IG GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
0.49%GBP 22.04
CT (Lux) - US Disciplined Core Equities DU USD Acc
CT (Lux) - US Disciplined Core Equities DU USD Acc CT (Lux) - US Disciplined Core Equities DU USD Acc Valor: 36428163
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Annual Return

-50%0%+50%

Risk level

110
0.63%USD 24.80
CT (Lux) - US Disciplined Core Equities ZU USD Acc
CT (Lux) - US Disciplined Core Equities ZU USD Acc CT (Lux) - US Disciplined Core Equities ZU USD Acc Valor: 36428176
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Annual Return

-50%0%+50%

Risk level

110
0.63%USD 25.66