CT Managed Equity & Bond Fund T Gross GBP Income header image

CT Managed Equity & Bond Fund T Gross GBP Income

Fund

ISIN GB00BMGRVY95 / Valor 58853301

NAV (2025-11-21)
GBP 1.43-0.58%

CT Managed Equity & Bond Fund T Gross GBP Income
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CT Managed Equity & Bond Fund is an actively managed investment portfolio that primarily allocates its assets to a diverse mix of global equities and both corporate and government bonds through a selection of Columbia Threadneedle-managed and other appropriate funds. Typically, up to 60% of the fund is invested in company shares, ensuring substantial equity exposure, while at least 30% is dedicated to fixed-income securities to provide income and stability. Additionally, the fund maintains holdings in money market instruments, cash, and short-term deposits to manage liquidity and risk effectively, and may include derivative-based strategies to enhance portfolio management.

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bloomberg global aggregate multi asset ftse all share fund of funds sonia bloomberg sterling aggregate msci acwi ex uk

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OTHER SHARE CLASSES OF THIS FUND

CT Managed Equity & Bond Fund Retail Gross GBP Accumulation
CT Managed Equity & Bond Fund Retail Gross GBP Accumulation CT Managed Equity & Bond Fund Retail Gross GBP Accumulation Valor: 58849323
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Annual Return

-50%0%+50%

Risk level

110
-0.58%GBP 1.98
CT Managed Equity & Bond Fund Z Gross GBP Accumulation
CT Managed Equity & Bond Fund Z Gross GBP Accumulation CT Managed Equity & Bond Fund Z Gross GBP Accumulation Valor: 58849311
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Annual Return

-50%0%+50%

Risk level

110
-0.58%GBP 1.71
CT Managed Equity & Bond Fund Institutional Gross GBP Accumulation
CT Managed Equity & Bond Fund Institutional Gross GBP Accumulation CT Managed Equity & Bond Fund Institutional Gross GBP Accumulation Valor: 58853278
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Annual Return

-50%0%+50%

Risk level

110
-0.58%GBP 2.06