CT Sustainable Universal MAP Growth

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

CT Sustainable Universal MAP Growth C Acc

Category GBP Allocation 60-80% Equity
Sustainability Focus

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

£0.6375

arrow-up£0.003 (+0.46%)

Fund Code

BMVCA

BKV44B9

GB00BKV44B91

Prices updated as at 02 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 growth 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 7.2.274.03% Stocks21.69% Bonds3.71% Cash0.58% Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.21.011.011.21.21.21.21.31.33.033.034.074.0710.0510.0529.2129.2148.5248.52Europe - ex EuroLatin AmericaCanadaAsia - EmergingJapanAsia - DevelopedEurozoneUnited KingdomUnited States

Market classification (%)

Created with Highcharts 7.2.22.52.597.597.5EmergingDeveloped

Stock style

Large core

25.97%

% Weight
Value
Core
Growth
Large

22

26

24

Medium

4

13

4

Small

1

4

3

Valuation

CT Sustainable Universal MAP Growth C Acc
GBP Allocation 60-80% Equity

17.68

17.68
16.61

1.96

1.96
1.83

3.16

3.16
2.56

12.86

12.86
10.96

Growth rate

CT Sustainable Universal MAP Growth C Acc
GBP Allocation 60-80% Equity

9.49%

9.49%
9.89%

2.23%

2.23%
2.31%

4.59%

4.59%
6.10%

Top 10 holdings

Security nameSectorCountry% of assets
1Microsoft Corp-United States4.51
2Linde PLC-United States1.97
3Mastercard Inc Class A-United States1.67
4Taiwan Semiconductor Manufacturing Co Ltd ADR-Taiwan1.61
5NVIDIA Corp-United States1.55
6RELX PLC-United Kingdom1.55
7AstraZeneca PLC-United Kingdom1.48
8Smurfit WestRock PLC-Ireland1.44
9Broadcom Inc-United States1.33
10Union Pacific Corp-United States1.20
Assets in top 10 holdings %

18.31%

Total no. of equity holdings

125.00

Total no. of bond holdings

232.00

Stock sectors

CT Sustainable Universal MAP Growth C Acc
GBP Allocation 60-80% Equity

28.66%

Basic materials

5.88%
-

Con cyclical

6.89%
-

Financial svs

13.41%
-

Real estate

2.48%
-

46.24%

Comm services

3.14%
-

Energy

-
-

Industrials

20.08%
-

Technology

23.02%
-

25.10%

Con defensive

7.10%
-

Healthcare

15.24%
-

Utilities

2.75%
-


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.