CT DYNAMIC REAL RETURN Z
A 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%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.
Fund summary
Sector | Targeted Absolute Return |
---|---|
Structure | UNIT TRUST |
Launched | June 2013 |
Size | £1,253m |
Yield | 1.5% |
Dividends paid | January, July |
Charges
Standard Initial Charge | 0% |
---|---|
Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.01% |
Ongoing Charges Figure | 0.91% |
Investment Process
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Past performance is not a guide to future performance. View full risk warning