CT Responsible UK Income Fund 1 Inc

The fund aims to achieve income with capital growth over the long term, with a minimum investment horizon of at least 5 years. It invests in assets that meet predefined responsible investment criteria, focusing on UK companies across various economic sectors and market capitalizations, as well as investment grade, Sterling denominated corporate bonds.

The fund primarily invests at least 80% in shares of UK companies, regardless of their economic sector or market capitalization, as long as they are incorporated, domiciled, or conduct a significant portion of their business in the UK. Additionally, the fund may also invest in investment grade, Sterling denominated corporate bonds. The investment manager integrates environmental, social, and governance (ESG) factors into its analysis, avoiding investments contrary to positive societal and environmental contributions, investing in companies with high sustainability standards, and engaging with companies to enhance long-term investor value.

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 for the fund, it may not be suitable for investors planning to withdraw their money in less than 5 years. Daily buying and selling of shares are available, with orders required to be received by 12 noon (UK time) on business days. Cash arising from transactions may be held in the fund manager's bank account, with no interest paid to investors on cash held in a client bank account.

https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-responsible-uk-income-1-inc_oe4i_gb0030835697/