CT Managed Equity Focused Fund

Select share classes

CT Managed Equity Focused Fund Retail Gross GBP Accumulation

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.78974

arrow-up£0.007 (+0.24%)

Fund Code

THMCA

BMGRW02

GB00BMGRW022

Prices updated as at 23 Sep 2026
|
Prices in GBP
Investment objective
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. This composite index comprises: 75% MSCI ACWI Index, 20% Bloomberg Global Aggregate (GBP Hedged) Index, 5% Sterling Overnight Index Average (SONIA). The Fund is actively managed, and invests at least 80% of its assets in other funds. The Fund usually invests in other Columbia Threadneedle funds, however, funds managed by companies outside the Columbia Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document
, 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.

Annual charges

Product charges
1.38
0.27
No
0.55
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 22 Sep 2026pdf
Key Information Document / Technical Guide 24 Jul 2026pdf
Annual Report 30 Sep 2025pdf
Interim Report 30 Nov 2024pdf
Please note that service charges will also apply. Read more about our fees.


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.

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