CT Dynamic Real Return Fund Institutional Accumulation GBP
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
181.45p
0.84p (+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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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
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