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CT DYNAMIC REAL RETURN Z

Bestinvest LogoA relatively unconstrained multi asset fund seeking to deliver returns of inflation + 3% to 4% with 2/3rds the volatility of equities.

PRICE (INC)

127.1p

PRICE (ACC)

142.78p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.01%

ONGOING CHARGE

0.91%

YIELD

1.5%

1 YEAR
0.97%
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Prices as at 28 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to achieve a higher rate of return from capital appreciation and income than the rate of inflation in the UK (CPI), over a period of 3 to 5 years. Currently, the Fund looks to achieve an average annual return of CPI +4% when measured over this same time period, before charges are deducted. The Fund also seeks to deliver a positive return over any 3-year period (net of charges), regardless of market conditions. The Fund actively manages an exposure to bonds, equities, money market instruments, cash, currencies, commodities, property and other alternative asset classes on a global basis. The exposure to these asset classes varies over time, as deemed necessary to achieve the investment objective, which may result in the Fund having little or no exposure to certain asset classes. The Fund obtains exposure to different asset classes by investing in other collective investment schemes (including funds managed by Columbia Threadneedle companies) or by using derivatives.

Fund summary

SectorTargeted Absolute Return
StructureUNIT TRUST
LaunchedJune 2013
Size£1,253m
Yield1.5%
Dividends paidJanuary, July

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.01%
Ongoing Charges Figure0.91%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning