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CT MANAGED EQUITY R

Bestinvest LogoInternal fund of funds aiming for capital growth

PRICE (INC)

-

PRICE (ACC)

251.66p

INITIAL CHARGE

3.75%

0%

ANNUAL MANAGEMENT CHARGE

0.25%

ONGOING CHARGE

1.39%

YIELD

0.5%

1 YEAR
1.02%
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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 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).

Fund summary

SectorFlexible Investment
StructureUNIT TRUST
LaunchedApril 2021
Size£506m
Yield0.5%
Dividends paidAccumulation units only

Charges

Standard Initial Charge3.75%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.25%
Ongoing Charges Figure1.39%

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