CT Managed Equity Income Fund

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

CT Managed Equity Income Fund Z Gross GBP Income

Category GBP Allocation 60-80% Equity

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

£1.2158

arrow-up£0.004 (+0.36%)

Fund Code

THMZI

BMGRW91

GB00BMGRW915

Prices updated as at 25 Mar 2025
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Prices in GBP

Investment objective
The Fund aims to provide income with the prospect of some capital growth over the long term. It looks to achieve an income yield higher than a composite index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 70% 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), but also has some exposure to bonds (which may include both corporate and government bonds).

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAbove AverageAbove Average
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5 - yearAbove AverageHigh
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10 - yearAverageAbove Average
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OverallAbove AverageAbove Average
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
1.52-0.14-1.64
1.041.021.20
0.50-0.04-0.17
69.3474.4783.56
1.230.330.40
6.959.8212.40
3.844.935.37


Important Information

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