CT Managed Equity Fund Z Gross GBP Accumulation
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.3211
£-0.004 (-0.19%)
Fund Code
THMZA
BMGRW68
GB00BMGRW683
Prices updated as at 21 Feb 2025
Prices in GBP
Investment objective
The Fund aims to achieve long term capital growth. 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), with only limited exposure taken to bonds (including corporate and government bonds).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Alex Lyle |
2.34 | |
2.04 | |
Fund comparative index | SONIA |
Flexible Investment | |
- | |
0.84 | |
0.39 | |
0.00 | |
GBP Allocation 80%+ Equity | |
No | |
Fund provider | Threadneedle Investment Services Ltd |
Share class launch date | 09 Apr 2021 |
£572.83m | |
- | |
1.19 | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.