CT Dynamic Real Return Fund

Select share classes

CT Dynamic Real Return Fund Z Income GBP

Category GBP Flexible Allocation


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

141.77p

arrow-up0.46p (+0.33%)

Fund Code

THDZI

B93MKD8

GB00B93MKD82

Prices updated as at 14 Nov 2024
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Prices in GBX

Investment objective
The Fund aims to achieve a higher rate of return from capital appreciation and income than the rate of inflation in the UK (CPI), over a period of 3 to 5 years. Currently, the Fund looks to achieve an average annual return of CPI +4% when measured over this same time period, before charges are deducted. The Fund also seeks to deliver a positive return over any 3-year period (net of charges), regardless of market conditions. The Fund actively manages an exposure to bonds, equities, money market instruments, cash, currencies, commodities, property and other alternative asset classes on a global basis. The exposure to these asset classes varies over time, as deemed necessary to achieve the investment objective, which may result in the Fund having little or no exposure to certain asset classes. The Fund obtains exposure to different asset classes by investing in other collective investment schemes (including funds managed by Columbia Threadneedle companies) or by using derivatives.

Annual performance (%)

YearThis fundGBP Flexible Allocation
30 Sep 13 - 30 Sep 146.014.50
30 Sep 14 - 30 Sep 152.89-0.97
30 Sep 15 - 30 Sep 169.8216.19
30 Sep 16 - 30 Sep 175.447.10
30 Sep 17 - 30 Sep 183.142.30
30 Sep 18 - 30 Sep 190.611.90
30 Sep 19 - 30 Sep 204.05-0.54
30 Sep 20 - 30 Sep 219.0313.66
30 Sep 21 - 30 Sep 22-9.57-11.44
30 Sep 22 - 30 Sep 234.232.40
30 Sep 23 - 30 Sep 2414.2112.53

Trailing returns (%)

YearThis fundGBP Flexible Allocation
1 Day0.330.08
1 Month0.38-0.18
3 Months3.141.98
6 Months4.882.59
1 Year14.0712.07
3 Years annualised2.180.44
5 Years annualised4.163.34
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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