CT Sustainable Universal MAP Cautious

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

CT Sustainable Universal MAP Cautious C Acc

Category GBP Allocation 40-60% Equity
Sustainability Focus

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

£0.5612

arrow-up£0.003 (+0.59%)

Fund Code

BMTCA

BKV4464

GB00BKV44647

Prices updated as at 08 May 2025
|
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 cautious risk profile over the same time period. The Fund seeks to address the sustainability challenges facing people and the environment by investing in issuers that provide solutions aligned with the Fund’s sustainability themes. The Fund will gain exposure to a range of global asset classes, which may include: collective investment schemes, equities, fixed income securities (government and nongovernment bonds), derivatives, money-market instruments, deposits, cash and near cash, real estate investment trusts and other transferable securities. At least 70% of the Fund’s assets are held to pursue the Sustainability Objective in issuers of shares (companies) or bonds, whose products, services or investments provide solutions to environmental or social challenges in line with the Fund’s sustainability themes.

Portfolio as of 28/02/2025

Asset allocation

Created with Highcharts 7.2.245.06% Stocks47.55% Bonds6.77% Cash0.61% Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.21.011.011.221.221.271.271.361.36334.164.1610.1410.1427.5927.5949.8349.83Europe - ex EuroCanadaLatin AmericaAsia - EmergingJapanAsia - DevelopedEurozoneUnited KingdomUnited States

Market classification (%)

Created with Highcharts 7.2.22.632.6397.3797.37EmergingDeveloped

Stock style

Large core

26.59%

% Weight
Value
Core
Growth
Large

21

27

24

Medium

4

13

4

Small

1

4

3

Valuation

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

17.86

17.86
16.05

1.99

1.99
1.83

3.20

3.20
2.46

12.99

12.99
10.77

Growth rate

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

9.53%

9.53%
9.45%

2.19%

2.19%
2.48%

4.72%

4.72%
6.04%

Top 10 holdings

Security nameSectorCountry% of assets
1Microsoft Corp-United States2.87
2United Kingdom of Great Britain and Northern Ireland 0.875%-United Kingdom1.32
3European Investment Bank-Supranational1.29
4Linde PLC-United States1.24
5Mastercard Inc Class A-United States1.07
6Taiwan Semiconductor Manufacturing Co Ltd ADR-Taiwan1.00
7NVIDIA Corp-United States0.99
8RELX PLC-United Kingdom0.92
9Smurfit WestRock PLC-Ireland0.90
10Germany (Federal Republic Of)-Germany0.86
Assets in top 10 holdings %

12.45%

Total no. of equity holdings

125.00

Total no. of bond holdings

220.00

Stock sectors

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

28.55%

Basic materials

5.88%
-

Con cyclical

6.91%
-

Financial svs

13.24%
-

Real estate

2.52%
-

46.60%

Comm services

3.02%
-

Energy

-
-

Industrials

19.90%
-

Technology

23.69%
-

24.84%

Con defensive

6.96%
-

Healthcare

15.16%
-

Utilities

2.72%
-


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