CT Responsible UK Equity Fund 2 Acc
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General Objective
The fund aims to achieve capital growth with some income over the long term, with a minimum investment horizon of at least 5 years. It invests in assets that meet predefined responsible investment criteria, with a focus on UK companies.
Fund Exposure
The fund invests at least 80% in shares of UK companies across various economic sectors and market capitalizations. The investment manager integrates environmental, social, and governance (ESG) factors into its analysis, avoiding investments contrary to positive societal and environmental contributions. The fund may also invest in other transferable securities, collective investment schemes, money market instruments, and derivatives for efficient portfolio management.
Risks
Investors should be aware that the fund is actively managed and not constrained by a specific benchmark, allowing for significant freedom in portfolio composition. While there is no minimum holding period, it may not be suitable for investors planning to withdraw their money in less than 5 years. Orders to buy or sell shares can be made daily, except on weekends, UK bank holidays, or other non-trading days.