CT Global Focus

Select share classes

There is only one type of share class for this fund.

CT Global Focus Fund Z Gross Acc GBP

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.5522

arrow-up£0.015 (+0.59%)

Fund Code

THFZA

BF0Q8K8

GB00BF0Q8K85

Prices updated as at 24 Dec 2024

Prices in GBP

Investment objective

The Fund aims to achieve capital growth over the long term (5 years, or more). It also looks to outperform the MSCI ACWI Index (“the Index”) over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in a concentrated portfolio of shares of companies worldwide. There is no restriction on size, but investment tends to focus on larger companies, such as those included in the Index.

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

17 Apr 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Dave Dudding

Manager start date

17 Apr 2018

Fund manager biography

"David Dudding is a senior portfolio manager at Columbia Threadneedle Investments where he is the lead portfolio manager of the Global Focus strategy and deputy of the European Select strategy. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012. David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist. He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK."

Fund manager

Alex Lee

Manager start date

01 Jul 2023

Fund manager biography

Alex joined is a portfolio manager in the Global Equities team. Alex joined the company in 2016 as a portfolio manager on the Japan Equities desk and moved to the Global Equities team in 2018. He is now co-portfolio manager on the Global Focus strategy and lead manager for a number of segregated Japan equity mandates. Whilst working on the Japan desk, Alex assisted the Global Equities team with idea generation and analysis of Japanese companies across all sectors. Before joining the company, Alex was a Senior Fund Manager at Canada Life Investments, where he managed the Japan equity strategy and supported the management of the US and global equity strategies. Alex has a BSc in economics from the London School of Economics. He also holds the Chartered Financial Analyst designation.

Head office

Cannon Place, 78 Cannon Street

London EC4N 6AG

London

United Kingdom

EC4N 6AG

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