CT Managed Equity & Bond Fund

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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
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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.

Growth of 1,000 as of 27 Sep 2024, 01:09

Trailing returns (%) as of 27 Sep 2024, 01:09

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
30 Jun 13 - 30 Jun 145.827.56
30 Jun 14 - 30 Jun 155.185.39
30 Jun 15 - 30 Jun 167.401.73
30 Jun 16 - 30 Jun 179.9812.28
30 Jun 17 - 30 Jun 182.352.41
30 Jun 18 - 30 Jun 194.152.94
30 Jun 19 - 30 Jun 203.06-0.74
30 Jun 20 - 30 Jun 2112.2013.65
30 Jun 21 - 30 Jun 22-11.30-7.71
30 Jun 22 - 30 Jun 231.621.80
30 Jun 23 - 30 Jun 2411.669.51

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.270.11
1 Month0.400.66
3 Months1.422.10
6 Months3.413.69
1 Year13.6111.67
3 Years annualised0.271.24
5 Years annualised2.993.18
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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