CT UK Institutional Fund Institutional Accumulation GBP

Category UK Large-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.6848

arrow-down£-0.005 (-0.20%)

Fund Code

THIIA

0145161

GB0001451615

Prices updated as at 18 Dec 2025

Prices in GBP

Investment objective

The Fund aims to achieve capital growth over the long term. 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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Threadneedle Investment Services Ltd

Fund launch date

11 Jul 2002

Domicile

United Kingdom

UCITS

Yes

Lead manager

Sonal Sagar

Lead manager start date

31 Aug 2023

Lead fund manager biography

Sonal Sagar is a portfolio manager in the UK equities team. Sonal joined Columbia Threadneedle Investments in 2015 and has been a member of the investment community since 2005. She is the lead manager of the CT UK Institutional Fund , CT UK Sustainable Equity Fund, CT UK Responsible Fund and CT Responsible UK Income as well as the lead portfolio manager on a number of institutional and core mandates. Sonal also manages the UK sleeves of the Sustainable Universal MAP range. Prior to this, Sonal worked at Jefferies International latterly covering European Aerospace & Defence and before this Global Pharmaceuticals. Previously, she was an analyst in Equity Capital Markets at Nomura International. Sonal has a BSc in Economics, Politics and International Studies from the University of Warwick and holds the Chartered Financial Analyst designation.

Head office

Cannon Place, 78 Cannon Street

London EC4N 6AG

London

United Kingdom

EC4N 6AG

Got a question?

Get in touch

we're here to help:

44-20-7464-5000

Mon-Fri 8am to 6pm

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.