CT UK Growth & Income Fund Z Income GBP
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General Objective
The fund aims to provide a return over the long term, through the combination of investment growth and income, looking to outperform the FTSE All-Share Index over rolling 3-year periods, after the deduction of charges.
Fund Exposure
The fund is actively managed and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange, predominantly UK companies. It focuses on the largest 150 companies included in the FTSE All-Share Index, selecting companies considered to offer good total return opportunities from any industry or economic sector.
Risks
The fund is rated 5 on the Risk and Reward Indicator due to historically showing a medium to high level of volatility. The value of investments can fall as well as rise, and investors might not get back the sum originally invested. Additionally, changes in exchange rates may affect the value of investments, and the fund may invest in derivatives which could impact performance.