CT UK Monthly Income Fund Z Income GBP header image

CT UK Monthly Income Fund Z Income GBP

Fund

ISIN GB00B8BV4509 / Valor 18892246

NAV (2025-01-16)
GBP 1.31+1.13%

CT UK Monthly Income Fund Z Income GBP
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General Objective

The Fund aims to provide a monthly income, combined with prospects for investment growth over the long term. It looks to provide an income yield higher than 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 selecting companies that exhibit strong potential for paying attractive and sustainable dividend income, with no restriction on industry or economic sector. The Fund typically invests in fewer than 70 companies, including some not within the FTSE All-Share Index.

Risks

The Fund may invest in other assets such as cash and deposits, and hold other funds when deemed appropriate. While the Fund is not permitted to invest in derivatives for investment purposes, derivatives may be used with the aim of reducing risk or managing the Fund more efficiently.

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Source

https://www.columbiathreadneedle.com/en/gb/intermediary/fund-details/ct-uk-monthly-income-fund-institutional-income-gbp_t2ukmi_gb00b97chr71/

Tags:
uk equities ftse all-share index dividend income

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Annual Return

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110
1.13%GBP 0.72
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Annual Return

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Annual Return

-50%0%+50%

Risk level

110
1.14%GBP 1.09