CT UK Fund Z Accumulation GBP
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.1053
£-0.008 (-0.40%)
Fund Code
THKAZ
B84PM55
GB00B84PM559
Prices updated as at 09 May 2025
Prices in GBP
Investment objective
The Fund aims to achieve capital growth over the long term. It also looks to outperform the FTSE All-Share Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Threadneedle Investment Services Ltd
Fund launch date
30 Sep 1985
Domicile
United Kingdom
UCITS
Yes
Lead manager
Stacey Mishra
Lead manager start date
01 Nov 2024
Lead fund manager biography
Stacey Cassidy is a portfolio manager in the UK Equities team, having joined in 2012. She is lead manager of CT (Lux) UK Equities and the CT UK Fund and deputy manager of the CT UK Institutional Fund, as well as portfolio manager of a number of institutional and core mandates. She also manages the UK sleeves of the Universal MAP range. Stacey is head of research strategy for the UK team. She previously worked at Ignis as an analyst covering UK and Asia Pacific Equities. She has been a member of the investment community since 2008. Stacey has a Masters Degree in Physics and Mathematical Finance from the University of Strathclyde. She holds the Chartered Financial Analyst designation and holds the Investment Management Certificate.
Head office
Cannon Place, 78 Cannon Street
London EC4N 6AG
London
United Kingdom
EC4N 6AG
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