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



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

£1.9754

arrow-down£-0.002 (-0.11%)

Fund Code

THMEB

BMGRVX8

GB00BMGRVX88

Prices updated as at 13 Dec 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
1.08
0.22
No
0.35
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Aug 2024pdf
Annual Reports 31 May 2024pdf
Annual Short Report 31 May 2024pdf
Key Information Document / Technical Guide 26 Jan 2024pdf
Interim Short Report 30 Nov 2023pdf
Please note that service charges will also apply. Read more about our fees.


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 2024 Morningstar. All rights reserved.