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CT MANAGED BOND Z

Bestinvest LogoDefensively managed fund of internal fixed interest funds.

PRICE (INC)

-

PRICE (ACC)

119.38p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.01%

ONGOING CHARGE

0.64%

YIELD

1.9%

1 YEAR
-0.56%
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Prices as at 04 Dec 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 provide income with potential for 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 bonds (including corporate and government bonds), and to a lesser extent, funds investing in equities (company shares). The balance of the exposure between these different asset types may vary over time, however, equity exposure will usually not exceed 20% of the Fund’s value, under normal market conditions.

Fund summary

SectorUnclassified
StructureUNIT TRUST
LaunchedApril 2021
Size£197m
Yield1.9%
Dividends paidAccumulation units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.01%
Ongoing Charges Figure0.64%

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