CT UK Fund

Select share classes

CT UK Fund Z Accumulation GBP

Category UK Large-Cap Equity
star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.155

arrow-down£-0.006 (-0.25%)

Fund Code

THKAZ

B84PM55

GB00B84PM559

Prices updated as at 29 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.
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
Got a question?
Get in touch
we're here to help:
44-20-7464-5000
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.