CT Responsible UK Income Fund 1 Inc
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General Objective
The fund aims to achieve income with capital growth over the long term (at least 5 years) by investing in assets that meet predefined responsible investment criteria.
Fund Exposure
The fund invests at least 80% in shares of UK companies across various economic sectors and market capitalizations. It may also invest in investment grade, Sterling denominated corporate bonds. The investment manager integrates environmental, social, and governance factors into its analysis process to select companies that align with sustainability goals.
Risks
Investors should be aware that the fund is actively managed and not constrained by a specific benchmark. While this approach allows for flexibility in portfolio composition, it also introduces the risk of underperformance compared to more traditional index-tracking funds. Additionally, the fund may not be suitable for investors looking to withdraw their money in under 5 years due to its long-term investment horizon.