CT Monthly Extra Income Fund Z Income GBP
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.5702
£-0.009 (-0.56%)
Fund Code
THXIZ
B8BZ322
GB00B8BZ3226
Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide a monthly income with prospects for capital 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. The Fund is actively managed, and invests in a combination of company shares and bonds; typically, between 70-80% in UK company shares and 20%-30% in bonds. The Fund considers UK companies to mean companies listed on the London Stock Exchange; predominantly those 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
, 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
04 Oct 1999
Domicile
United Kingdom
UCITS
Yes
Fund manager
Alasdair Ross
Manager start date
01 Apr 2009
Fund manager biography
Alasdair Ross is Head of Investment Grade Credit, EMEA, with responsibility for our UK and European investment grade corporate credit teams based in London. Alasdair is lead portfolio manager across various global, euro and UK corporate credit portfolios including Threadneedle (Lux) Global Corporate Bond Fund, CT European Corporate Bond Fund, CT UK Corporate Bond Fund and is also deputy portfolio manager on Threadneedle (Lux) Credit Opportunities. Alasdair’s investment background is as a fundamental, bottom-up, investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitisation sector. Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles. Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford.He also holds the Chartered Financial Analyst designation.
Fund manager
Dominic Younger
Manager start date
01 Jul 2024
Fund manager biography
Dominic Younger is a portfolio analyst within the UK Equities team. Dominic joined Columbia Threadneedle in 2013. He works most closely with the UK Equity Income strategy and is deputy portfolio manager of the CT UK Monthly Income Fund, in addition to several institutional portfolios. He also has research responsibility for the industrials, food retail and paper & packaging sectors.
He previously worked in the client portfolio management function on the desk. Prior to joining the UK Equities team at the start of 2017, Dominic worked in the institutional client group. Dominic holds a BA (Hons) in History from Newcastle University. He also holds the Chartered Financial Analyst designation as well as the Investment Management Certificate.
Head office
Cannon Place, 78 Cannon Street
London EC4N 6AG
London
United Kingdom
EC4N 6AG
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