CT Universal Map Cautious

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

CT Universal MAP Cautious Fund C Acc

Category GBP Allocation 40-60% Equity


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

68.81p

arrow-down-0.04p (-0.06%)

Fund Code

BMPCA

BF99VY3

GB00BF99VY38

Prices updated as at 23 May 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.

Portfolio as of 31/03/2025

Asset allocation

Created with Highcharts 7.2.243.65% Stocks48.89% Bonds7.37% Cash0.09% Other- Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.20.650.650.860.860.880.881.221.221.771.772.842.844.184.18558.358.3525.5325.5348.7248.72Europe - EmergingLatin AmericaAustralasiaCanadaEurope - ex EuroAsia - DevelopedJapanAsia - EmergingEurozoneUnited KingdomUnited States

Market classification (%)

Created with Highcharts 7.2.26.516.5193.4993.49EmergingDeveloped

Stock style

Large core

31.77%

% Weight
Value
Core
Growth
Large

24

32

19

Medium

8

11

5

Small

1

1

0

Valuation

CT Universal MAP Cautious Fund C Acc
GBP Allocation 40-60% Equity

14.87

14.87
16.13

1.33

1.33
1.80

2.33

2.33
2.38

7.85

7.85
10.60

Growth rate

CT Universal MAP Cautious Fund C Acc
GBP Allocation 40-60% Equity

8.88%

8.88%
8.85%

2.63%

2.63%
2.54%

6.75%

6.75%
6.39%

Top 10 holdings

1
CT Sterling Corporate Bond Ins X GrsAcc
Sector
-
Country
United Kingdom
% of assets
2.01448
2
Apple Inc
Sector
-
Country
United States
% of assets
1.52795
3
NVIDIA Corp
Sector
-
Country
United States
% of assets
1.34049
4
United Kingdom of Great Britain and Northern Ireland
Sector
-
Country
United Kingdom
% of assets
0.99694
5
United Kingdom of Great Britain and Northern Ireland 4.25%
Sector
-
Country
United Kingdom
% of assets
0.82883
6
United States Treasury Bonds 6.125%
Sector
-
Country
United States
% of assets
0.81869
7
Microsoft Corp
Sector
-
Country
United States
% of assets
0.81562
8
United Kingdom of Great Britain and Northern Ireland
Sector
-
Country
United Kingdom
% of assets
0.76735
9
Shell PLC
Sector
-
Country
United Kingdom
% of assets
0.74667
10
United States Treasury Notes
Sector
-
Country
United States
% of assets
0.65267
Assets in top 10 holdings %

10.51%

Total no. of equity holdings

216.00

Total no. of bond holdings

813.00

Stock sectors

CT Universal MAP Cautious Fund C Acc
GBP Allocation 40-60% Equity

34.65%

Basic materials

5.84%
-

Con cyclical

10.00%
-

Financial svs

16.97%
-

Real estate

1.84%
-

41.32%

Comm services

7.79%
-

Energy

5.35%
-

Industrials

8.80%
-

Technology

19.38%
-

24.03%

Con defensive

10.09%
-

Healthcare

9.61%
-

Utilities

4.34%
-


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