CT Managed Equity Focused Fund

Select share classes

CT Managed Equity Focused Fund Institutional 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

£2.81095

arrow-down£-0.021 (-0.74%)

Fund Code

THMDA

BMGRW13

GB00BMGRW139

Prices updated as at 23 Oct 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
1.14
0.27
No
0.35
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 21 Oct 2026pdf
Key Information Document / Technical Guide 24 Jul 2026pdf
Annual Report 25 May 2026pdf
Interim Report 25 Nov 2025pdf
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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