CT Managed Equity Fund Institutional Gross GBP Accumulation

The CT Managed Equity Fund aims for long-term capital growth by actively investing over 80% of its assets in a diverse range of Columbia Threadneedle and selected external funds. The portfolio is primarily composed of 60% investments based on the MSCI ACWI ex UK Index for global equities, 25% in the FTSE All-Share Index for UK stocks, 7% in the Bloomberg Global Aggregate ex GBP (GBP Hedged) Index, and 3% in the Bloomberg Sterling Aggregate Index for bond exposure. Additionally, 5% is allocated to the Sterling Overnight Index Average (SONIA). With equity holdings typically making up more than two-thirds of the fund's value, the CT Managed Equity Fund focuses on a balanced mix of worldwide equities and limited bond investments to achieve its growth objectives.