CT Dynamic Real Return Fund

Select share classes

CT Dynamic Real Return Fund Institutional Accumulation GBP

Category GBP Flexible Allocation


star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

153.85p

arrow-up1.03p (+0.67%)

Fund Code

THDRR

B92GCX5

GB00B92GCX53

Prices updated as at 29 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to achieve a higher rate of return from capital appreciation and income than the rate of inflation in the UK (CPI), over a period of 3 to 5 years. Currently, the Fund looks to achieve an average annual return of CPI +4% when measured over this same time period, before charges are deducted. The Fund also seeks to deliver a positive return over any 3-year period (net of charges), regardless of market conditions. The Fund actively manages an exposure to bonds, equities, money market instruments, cash, currencies, commodities, property and other alternative asset classes on a global basis. The exposure to these asset classes varies over time, as deemed necessary to achieve the investment objective, which may result in the Fund having little or no exposure to certain asset classes. The Fund obtains exposure to different asset classes by investing in other collective investment schemes (including funds managed by Columbia Threadneedle companies) or by using derivatives.

Annual charges

Product charges
0.74
0.18
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 23 Apr 2024pdf
Key Information Document / Technical Guide 19 Jan 2024pdf
Interim Short Report 10 Aug 2023pdf
Annual Reports 31 May 2023pdf
Annual Short Report 31 May 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.