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

181.45p

arrow-up0.84p (+0.47%)

Fund Code

THDRR

B92GCX5

GB00B92GCX53

Prices updated as at 12 Dec 2025
|
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.

Company name
Threadneedle Investment Services Ltd
Fund launch date
18 Jun 2013
Domicile
United Kingdom
UCITS
Yes
Lead manager
Christopher Mahon
Lead manager start date
01 Nov 2022
Lead fund manager biography
Christopher Mahon is Head of Dynamic Real Return strategies at Columbia Threadneedle Investments. He joined the company in 2022 within its EMEA Asset Allocation team and is also a member of the Asset Allocation Committee. Previously, Christopher worked at Barings Asset Management for 10 years where he led the Multi Asset team and was a Senior Portfolio Manager responsible for a number of multi asset portfolios. Prior to this he was Head of Investment Strategy at Rand Merchant Bank (now Momentum Asset Management) and a Senior Analyst at Coronation Fund Managers. Christopher started his career as a consultant at Oliver Wyman Strategy Consulting and has worked in the financial services industry since 1999. Christopher has a degree in Natural Science from Cambridge University.
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.
© Copyright 2025 Morningstar. All rights reserved.