CT Universal MAP Growth C Acc
Volatility ManagedPricing frequency
Daily
Dealing cut off time
10:45
Type
OEIC
Yield
2.57%
NAV
78.71p
Ongoing charge
0.29%
Latest actual NAV date
28-03-2024
ISIN
GB00BF99W284
UCITS
Yes
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Growth of 10k
Asset allocation
Top 10 holdings
Holdings 31/01/2024 | % of assets |
---|---|
Shell PLC | 1.68 |
Apple Inc | 1.62 |
Microsoft Corp | 1.51 |
AstraZeneca PLC | 1.47 |
GSK PLC | 1.00 |
Alphabet Inc Class C | 0.98 |
Broadcom Inc | 0.91 |
Unilever PLC | 0.90 |
United States Treasury Notes | 0.90 |
Alphabet Inc Class A | 0.79 |
Investment objective
The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with a growth risk profile over the same time period. The Fund will gain exposure to a range of global asset classes. The Fund is actively managed and the investment manager is not constrained by any particular asset allocation in respect of geography, industry or sector. The collective investment schemes in which the Fund invests may include other schemes managed by Columbia Threadneedle Investments.
Morningstar ratingTM
Morningstar sustainability ratingTM
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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