CT Universal Map Balanced

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

CT Universal MAP Balanced Fund 3 Acc

Category GBP Allocation 60-80% Equity


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

76.79p

arrow-down-0.13p (-0.17%)

Fund Code

BMMBA

BF99VZ4

GB00BF99VZ45

Prices updated as at 15 Nov 2024
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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 balanced 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 30% - 70% of the value of the portfolio, which in the investment manager’s view, is consistent with the Fund’s aim to maintain a balanced risk profile.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 18--
30 Sep 18 - 30 Sep 197.563.86
30 Sep 19 - 30 Sep 201.42-0.10
30 Sep 20 - 30 Sep 2115.5516.49
30 Sep 21 - 30 Sep 22-8.29-10.24
30 Sep 22 - 30 Sep 237.295.13
30 Sep 23 - 30 Sep 2414.6314.19

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.17-0.14
1 Month0.910.03
3 Months3.982.39
6 Months5.572.73
1 Year15.6313.62
3 Years annualised3.961.84
5 Years annualised6.235.01
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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