CT Universal MAP Cautious Fund C Acc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
68.07p
0.35p (+0.52%)
Fund Code
BMPCA
BF99VY3
GB00BF99VY38
Prices updated as at 01 Apr 2025
Prices in GBX
Investment objective
The Fund seeks to provide growth combining capital and income over the long term (at least 5 years) consistent with a cautious risk profile over the same time period. The Fund will gain exposure to a range of global asset classes. The Fund is actively managed and the investment manager is not constrained by any particular asset allocation in respect of geography, industry or sector. The collective investment schemes in which the Fund invests may include other schemes managed by Columbia Threadneedle Investments. Typically, the Fund will maintain, in normal market conditions, an exposure to shares of between 20% - 60% of the value of the portfolio, which in the investment manager’s view, is consistent with the Fund’s aim to maintain a cautious risk profile.
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
Annual performance (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | 7.95 | 2.72 |
31 Mar 19 - 31 Mar 20 | -2.63 | -7.15 |
31 Mar 20 - 31 Mar 21 | 18.45 | 20.92 |
31 Mar 21 - 31 Mar 22 | 2.54 | 2.71 |
31 Mar 22 - 31 Mar 23 | -5.30 | -5.52 |
31 Mar 23 - 31 Mar 24 | 8.99 | 8.45 |
31 Mar 24 - 31 Mar 25 | 4.80 | 3.47 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | 0.52 | 0.10 |
1 Month | -2.16 | -2.04 |
3 Months | -0.35 | 0.02 |
6 Months | 0.93 | -0.09 |
1 Year | 5.34 | 3.74 |
3 Years annualised | 3.00 | 2.12 |
5 Years annualised | 5.85 | 5.85 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.