CT Monthly Extra Income Fund Z Accumulation GBP

The fund aims to provide a monthly income with prospects for investment growth over the long term, seeking to outperform the FTSE All-Share Index over rolling 3-year periods after charges.

The fund is actively managed and invests in a combination of UK company shares (70-80%) and bonds (20-30%). It focuses on companies listed on the London Stock Exchange, with a preference for those domiciled in the UK or with significant UK business operations. The selected companies exhibit above-average income generation potential and opportunities for share price or dividend growth.

The fund may be exposed to risks associated with investing in company shares and bonds, including market fluctuations, interest rate changes, credit risk, and currency risk. Additionally, the fund may face risks related to the use of derivatives for risk management purposes. Investors should carefully consider these risks before investing in the fund.

https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-monthly-extra-income-fund-z-income-gbp_t2mexi_gb00b8bz3226/