CT MM Lifestyle 5

Select share classes

CT MM Lifestyle 5 Fund B Acc

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

103.90p

arrow-down-0.70p (-0.67%)

Fund Code

FCLSC

B7MXZP5

GB00B7MXZP57

Prices updated as at 17 Dec 2024
|
Prices in GBX

Investment objective
The Fund aims to deliver capital growth with some income over the long term (at least 5 years). The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD or an associate of the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.

Annual charges

Product charges
0.93
0.18
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 17 Dec 2024pdf
Annual Reports 31 Mar 2024pdf
Annual Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 19 Mar 2024pdf
Interim Short Report 30 Sep 2023pdf
Please note that service charges will also apply. Read more about our fees.


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