CT Managed Equity & Bond Fund

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

CT Managed Equity & Bond Fund Institutional Gross GBP Accumulation

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

£1.9303

arrow-up£0.003 (+0.16%)

Fund Code

THMEB

BMGRVX8

GB00BMGRVX88

Prices updated as at 26 Sep 2024
|
Prices in GBP

Investment objective
The Fund aims to provide a combination of long-term capital growth and income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 80% of its assets in other funds. The Fund usually invests in other Columbia Threadneedle funds, however, funds managed by companies outside the Columbia Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The Fund focuses on investment in funds providing exposure to equities (company shares), and bonds (including corporate and government bonds). The balance of the exposure to these different asset types may vary over time, however, equity exposure will usually not exceed 60% of the Fund’s value, with at least 30% exposure maintained to bonds, under normal market conditions.

Annual charges

Product charges
1.07
0.46
No
0.35
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 26 Jan 2024pdf
Annual Reports 30 Nov 2023pdf
Interim Short Report 30 Nov 2023pdf
Annual Short Report 31 May 2023pdf
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