CT American Fund Z Income GBP

Category US Large-Cap Blend Equity

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

Last buy/sell price

£6.2345

arrow-up£0.026 (+0.42%)

Fund Code

THAIZ

B6WD1G1

GB00B6WD1G18

Prices updated as at 17 Dec 2025

Prices in GBP

Investment objective

The Fund aims to achieve capital growth over the long term. It also looks to outperform the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of companies domiciled in the United States of America (US), or which have significant US business operations.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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

05 Feb 1968

Domicile

United Kingdom

UCITS

Yes

Lead manager

Benedikt Blomberg

Lead manager start date

01 Feb 2024

Lead fund manager biography

Benedikt Blomberg is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in February 2024 and leads the London-based team that manages a significant US equities franchise for clients, as well as managing a number of US large cap equity portfolios. Benedikt joined the company in 2014 as a Portfolio Analyst in the US Equities team. Before joining the London office, Benedikt spent nine years with Columbia Management, where he worked closely with the portfolio management team as a senior research analyst covering companies in the autos and aerospace & defence sectors. Before this, he was a research analyst at Paradigm Capital, and a quantitative programmer and trader for Fort Orange Capital. Benedikt holds an MSc in Computer Management Systems from Union College New York and a BSc in Computer Science & Economics from University of Münster. He also holds the Chartered Financial Analyst designation.

Head office

Cannon Place, 78 Cannon Street

London EC4N 6AG

London

United Kingdom

EC4N 6AG

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CT American Fund