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CT UK GROWTH & INCOME C1

Bestinvest LogoUK equity fund with an attractive yield.

PRICE (INC)

90.16p

PRICE (ACC)

-

INITIAL CHARGE

3.75%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

1.63%

YIELD

3.3%

1 YEAR
3.93%
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Prices as at 01 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 a return over the long term, through the combination of capital growth and income. It looks to outperform the FTSE All-Share Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedNovember 1966
Size£150m
Yield3.3%
Dividends paid7 May, 7 Nov

Charges

Standard Initial Charge3.75%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure1.63%

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