CT US Equity Income Fund Retail Income GBP header image

CT US Equity Income Fund Retail Income GBP

Fund

ISIN GB00BZ6TF223 / Valor 31544380

NAV (2025-01-16)
EUR 2.98+1.35%

CT US Equity Income Fund Retail Income GBP
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General Objective

The fund aims to provide income combined with prospects for investment growth over the long term, seeking to provide an income yield higher than the S&P 500 Index over rolling 3-year periods, after the deduction of charges.

Fund Exposure

The fund invests at least 75% of its assets in the shares of companies domiciled in the United States of America (US) or with significant US business operations. It selects companies with above-average income generation potential, focusing on larger companies, such as those included in the S&P 500 Index, from any industry or economic sector.

Risks

Key risks associated with the fund include the potential for the value of investments to fall, exposure to multiple currencies affecting investment value, use of derivatives that may impact performance, high volatility due to portfolio composition or management techniques, and specific risks outlined in the prospectus.

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Source

https://www.columbiathreadneedle.co.uk/en/intm/fund-details/ct-us-equity-income-fund-retail-income-gbp_t6usei_gb00bz563h55/

Tags:
us equities s&p 500 income generation

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CT US Equity Income Fund Z Accumulation GBP
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CT US Equity Income Fund Institutional Income GBP
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Annual Return

-50%0%+50%

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110
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CT US Equity Income Fund Institutional Income EUR Hedged
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Annual Return

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CT US Equity Income Fund Retail Income GBP
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Annual Return

-50%0%+50%

Risk level

110
1.38%GBP 2.51
CT US Equity Income Fund Z Income GBP
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Annual Return

-50%0%+50%

Risk level

110
1.38%GBP 2.66
CT US Equity Income Fund Retail Income GBP
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Annual Return

-50%0%+50%

Risk level

110
1.24%USD 3.07
CT US Equity Income Fund Z Income GBP
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Annual Return

-50%0%+50%

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110
1.24%USD 3.25
CT US Equity Income Fund L Income GBP
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Annual Return

-50%0%+50%

Risk level

110
1.38%GBP 4.43
CT US Equity Income Fund Institutional X Income GBP
CT US Equity Income Fund Institutional X Income GBP CT US Equity Income Fund Institutional X Income GBP Valor: 31544752
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Annual Return

-50%0%+50%

Risk level

110
1.38%GBP 4.79