CT Universal Map Cautious

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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

68.16p

arrow-down-0.08p (-0.12%)

Fund Code

BMPCA

BF99VY3

GB00BF99VY38

Prices updated as at 06 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 28/02/2025

Asset allocation

Created with Highcharts 7.2.244.08% Stocks48.54% Bonds7.28% Cash0.11% Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.20.570.570.690.690.860.861.091.091.81.81.861.864.34.34.544.546.666.6627.0427.0450.5850.58Europe - EmergingAustralasiaLatin AmericaCanadaEurope - ex EuroAsia - DevelopedJapanAsia - EmergingEurozoneUnited KingdomUnited States

Market classification (%)

Created with Highcharts 7.2.25.985.9894.0294.02EmergingDeveloped

Stock style

Large core

33.08%

% Weight
Value
Core
Growth
Large

22

33

18

Medium

6

13

5

Small

1

1

0

Valuation

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

15.73

15.73
16.05

1.33

1.33
1.83

2.48

2.48
2.46

8.96

8.96
10.77

Growth rate

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

9.35%

9.35%
9.45%

2.52%

2.52%
2.48%

7.67%

7.67%
6.04%

Top 10 holdings

Security nameSectorCountry% of assets
1Apple Inc-United States1.61
2NVIDIA Corp-United States1.49
3United Kingdom of Great Britain and Northern Ireland-United Kingdom0.92
4United States Treasury Bonds-United States0.86
5Microsoft Corp-United States0.83
6United States Treasury Bonds 6.125%-United States0.82
7United Kingdom of Great Britain and Northern Ireland 4.25%-United Kingdom0.78
8iShares Global Corp Bond ETF GBP H Dist-Ireland0.70
9Shell PLC-United Kingdom0.69
10iShares Core FTSE 100 ETF GBP Dist-Ireland0.67
Assets in top 10 holdings %

9.38%

Total no. of equity holdings

217.00

Total no. of bond holdings

826.00

Stock sectors

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

35.15%

Basic materials

5.82%
-

Con cyclical

9.93%
-

Financial svs

16.77%
-

Real estate

2.62%
-

41.02%

Comm services

7.46%
-

Energy

5.08%
-

Industrials

9.24%
-

Technology

19.24%
-

23.83%

Con defensive

10.19%
-

Healthcare

9.47%
-

Utilities

4.17%
-


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