CT Dynamic Real Return Fund

Select share classes

CT Dynamic Real Return Fund Z Accumulation GBP

Category GBP Flexible Allocation


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

178.30p

arrow-up0.82p (+0.46%)

Fund Code

THDZA

B93TQ86

GB00B93TQ868

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.

Annual charges

Product charges
0.92
0.15
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 21 Nov 2025pdf
Annual Report 30 Sep 2025pdf
Key Information Document / Technical Guide 31 Jan 2025pdf
Interim Report 30 Nov 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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