CT Managed Equity Fund T Gross GBP Income header image

CT Managed Equity Fund T Gross GBP Income

Fund

ISIN GB00BMGRW576 / Valor 58849319

NAV (2025-11-21)
GBP 2.03-1.32%

CT Managed Equity Fund T Gross GBP Income
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
global equities bloomberg global aggregate ftse all share fund of funds sonia bloomberg sterling aggregate msci acwi ex uk

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

CT Managed Equity Fund Institutional Gross GBP Accumulation
CT Managed Equity Fund Institutional Gross GBP Accumulation CT Managed Equity Fund Institutional Gross GBP Accumulation Valor: 58853806
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.32%GBP 3.32
CT Managed Equity Fund Z Gross GBP Accumulation
CT Managed Equity Fund Z Gross GBP Accumulation CT Managed Equity Fund Z Gross GBP Accumulation Valor: 58849324
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.32%GBP 2.42
CT Managed Equity Fund Retail Gross GBP Accumulation
CT Managed Equity Fund Retail Gross GBP Accumulation CT Managed Equity Fund Retail Gross GBP Accumulation Valor: 58853476
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.33%GBP 3.18