CT Managed Equity Income Fund Z Gross GBP Income header image

CT Managed Equity Income Fund Z Gross GBP Income

Fund

ISIN GB00BMGRW915 / Valor 58874111

NAV (2026-05-01)
GBP 1.35+0.23%

CT Managed Equity Income Fund Z Gross GBP Income
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The CT Managed Equity Income Fund actively manages a diversified portfolio primarily made up of other funds, with about 70-90% invested in company shares and 10-30% in corporate and government bonds. Most of its investments are through Columbia Threadneedle funds, though it also includes funds from other managers when suitable. Additionally, the fund holds cash or money market instruments and allocates up to 20% of its assets to derivative strategies to help manage risk and enhance efficiency.

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msci europe index multi asset income ftse all-share index iboxx gbp non-gilts index msci acwi index ice bofa european currency high yield index

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OTHER SHARE CLASSES OF THIS FUND

CT Managed Equity Income Fund Retail Gross GBP Income
CT Managed Equity Income Fund Retail Gross GBP Income CT Managed Equity Income Fund Retail Gross GBP Income Valor: 58849326
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Annual Return

-50%0%+50%

Risk level

110
0.23%GBP 0.90
CT Managed Equity Income Fund Institutional Gross GBP Income
CT Managed Equity Income Fund Institutional Gross GBP Income CT Managed Equity Income Fund Institutional Gross GBP Income Valor: 58874086
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Annual Return

-50%0%+50%

Risk level

110
0.23%GBP 0.95