CT Universal MAP Defensive

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

CT Universal MAP Defensive Fund C Acc

Category GBP Allocation 20-40% Equity


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

£0.5062

arrow-down£-0.003 (-0.53%)

Fund Code

BMUCA

BK5Z9D5

GB00BK5Z9D52

Prices updated as at 25 Jul 2024
|
Prices in GBP

Investment objective
The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with a defensive 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 operated by the ACD. Typically, the Fund will maintain, in normal market conditions, an exposure to equities of between 10-50% of the value of the portfolio, which in the investment manager’s view, is consistent with the Fund’s aim to maintain a defensive risk profile.

Growth of 1,000 as of 25 Jul 2024, 21:07

Trailing returns (%) as of 25 Jul 2024, 21:07

No data available

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16--
30 Jun 16 - 30 Jun 17--
30 Jun 17 - 30 Jun 18--
30 Jun 18 - 30 Jun 19--
30 Jun 19 - 30 Jun 20--
30 Jun 20 - 30 Jun 215.137.96
30 Jun 21 - 30 Jun 22-9.61-7.50
30 Jun 22 - 30 Jun 23-3.64-0.09
30 Jun 23 - 30 Jun 247.627.66

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day-0.16-0.08
1 Month0.060.31
3 Months3.042.31
6 Months3.544.20
1 Year6.227.09
3 Years annualised-2.35-0.38
5 Years annualised--
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.